Margin call: Why balanced funds are failing
Correlations between asset classes often markedly increase in times of crisis, removing the expected benefits of diversification – just when you need it the most.
Most KiwiSaver accounts or investment portfolios are likely to include some sort of diversified balanced fund.
These result from Harry Markowitz’s modern portfolio theory, which was developed in the 1950s. It is based on using a broad selection of assets that maximises the potential return for
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Richard Stubbs
Fri, 28 Oct 2016
Fri, 28 Oct 2016
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Margin call: Why balanced funds are failing
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