Investment strategies for when (almost) everything goes down
ANALYSIS: Some issues with orthodox ‘balanced’ investment strategies and some suggestions on mitigating them.
When equities are falling, there can be a rush to safety that causes interest rates to fall and bond prices to rise.
The main theory behind balanced investment strategies, which make up most KiwiSaver funds, is that bonds and equities offer relatively uncorrelated returns.
When equities are falling, there can be a rush to safety that causes interest rates to fall and bond prices to rise. A falling equity market
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