The 60/40 is Dead … Long Live Modern Portfolio Theory
As technology continues to evolve, customization in portfolio construction, i.e., selecting the set of investment alternatives first and then optimizing, is rapidly becoming the new norm in the wealth management industry.
What’s Next in Factor-Based Investing – Lumen’s Methodology
Ranking of World Sectors Using the Residual Income Model, based on Lumen’s calculated Cost of Equity – June 2022
Ranking of Regional Markets Applying the Residual Income Model and the Lumen-calculated Market Implied Expected Returns/Cost of Equity (June 2022)
Navigating the Inflation Scare
The less accommodative monetary policy points to higher real rates and possibly a healthy market correction typical in a late-cycle policy tightening.
Wealth Management: Innovations and Trends
Wealth managers, family offices, and other institutional investors will be empowered by digital investment solutions that leverage essential data, technology, and financial innovations to perform crucial investment functions at a fraction of the cost of an entire investment team. Moreover, as wealth changes hands, investment advisors that incorporate digital tools can better capture this new generation of wealthy clients.
The Mighty Dollar
To answer the question whether the U.S. Dollar is at risk of a crash, we need to distinguish between the Role of the Dollar and the Value of the Dollar – two very different analyses.