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Click here to read this on StonyFinLab.org
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Interesting Resources We Found for You
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1. Managing Currency Exposures in Multi-Asset Portfolios with Constraining Investment Guidelines (Invesco): [Click here]
Diversified global portfolios come with foreign exchange risks and opportunities. Invesco compare different currency management approaches, with and without investment constraints, to find out which is most suitable for a world with regulatory and other limitations.
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2. "Diversification Is Back" - Why 60/40 Portfolios Are Working (Morningstar Indexes): [Click here]
One of the most important market relationships again works in investors’ favor. After an abysmal performance for the 60/40 stock and bond portfolio mix in 2022, bonds are back and keeping portfolios afloat during stock market declines.
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3. Practice What You Preach: Strategy Consistency and Mutual Fund Performance (PMR): [Click here]
Authors Andrew Detzel of Baylor University and C. Thomas Howard of Athena Invest find that “high-consistency” funds significantly outperform low-consistency funds and high-consistency funds that have performed well in the past continue to do so.
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4. Is Your Portfolio Keeping Pace with the Changed Outlook? (Wellington Management): [Click here]
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It's been an uncertain few years for investors, but looking ahead, Wellington believes investors can expect a resilient economy, a solid outlook for growth and a positive environment for risk assets. What does a changed outlook mean for investors?
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5. Reviving European Securitisation: Translating Ambition into Reality (PGIM Fixed Income): [Click here]
This paper reflects the views within our submission to the European Commission's targeted consultation on the functioning of the EU securitisation framework.
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Kindly hosted by Accenture, and co-sponsored by Women In FIX, this event will bring together local market participants to discuss key issues and challenges shaping the region’s electronic trading landscape. The conference is on January 23, 2025
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Join us for this quarter's Macro Pulse Webinar as we offer macroeconomic views alongside actionable answers to the ‘hows’ facing investors. The webinar is on January 17, 2025
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Thanks to our members and volunteers (Wenjin Feng and Yuelin Peng) for contributions to this newsletter.
To share information or research with the community, submit it through "Share" below. We will include it if the content is deemed appropriate.
Support our efforts to make free and useful financial education content by donating to @stonyfinlab via Venmo!
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Stony Finance Lab is a community-based finance network that aims to promote personal financial responsibility and helps the community to achieve financial confidence and financial independence through life-long learning. The emails are to distribute news and information on finance research, events, jobs related to personal finance, investments of financial and digital assets, academic finance, and entrepreneurship. All emails are for information sharing only and shall not be deemed as financial advice. The Lab is not liable for the consequence of using any information contained in the emails.
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