model portfolio

Latest news and analysis on model portfolio

Equities

Growth At Reasonable Yield (GARY) delivering active outperformance in volatility

Macro Cycles The U.S. economic slowdown became more apparent after Q1 GDP was revised down further from -0.2% to -0.5%, even as core inflation came in higher than...
CDA
+1
Mathan Somasundaram
Deep Data Analytics
Equities

GARY Top 10: Yield investing outperforms in a slowing global economy

Yield investing with risk management keeps delivering through the cycle
CDA
ELD
+2
Mathan Somasundaram
Deep Data Analytics
Asset Allocation

J.P. Morgan Asset Management's quality portfolio for today's market

Equity markets are trying to look through higher rates but earnings trump all.
Hans Lee
Livewire Markets
Equities

GARY Top 10: Dynamic strategy delivering in the bear market

Mathan Somasundaram delivers his latest model portfolio, focusing on yield investing with a lower-risk approach.
ASB
ASX
CDA
+7
Mathan Somasundaram
Deep Data Analytics
Fixed Income

Bond market - V looks W shaped to me

Following on from our assessment a month ago about the likely path of a post COVID-19 recovery, we update the recent macro data and look at bond market options. ...
Jonathan Sheridan
Jonathan Sheridan
FIIG Securities
Asset Allocation

Benefits of objective-driven model portfolios

Model portfolios are a predetermined combination of funds designed to meet the needs of a broad group of investors. Some providers define...
Matt Reynolds
Matt Reynolds
Capital Group

Equity Sell-Off - Timing the Buy - An opportunity like early in 2018?

We have seen the second sizeable sell-off this year. The SP500 has dropped -7.80% in October (so far), not quite matching the fall of -11.8% in Jan-Feb 2018. The...
Thomas Schoenmaker
Alpine Capital

Market Manager | Riding the choppy market with diversification

ALU
+25
Mathan Somasundaram
Deep Data Analytics

Market Manager | Small caps back on the menu at discount prices

ALU
+24
Mathan Somasundaram
Deep Data Analytics

Market Manager | August update – Top-down taking over from bottom-up

Mathan Somasundaram
Deep Data Analytics

Blending active and passive: Analysing the key benefits of core/satellite investing

David Bassanese
Betashares

Quant Strategy Portfolio | September update – Global Pain Local Gain

Mathan Somasundaram
Deep Data Analytics

Quant Strategy Portfolio | July update – Manage risk for reporting season

Mathan Somasundaram
Deep Data Analytics

Where yield, risk and diversity meet.

Karl Goody
Karl Goody
Shaw and Partners

Resource Sector Strategy – Weekly Investment Report

John Robertson
John Robertson
PortfolioDirect

What would you do if you had to start a new portfolio after a 500-point market rally - like now

David Walker
David Walker
Clime Asset Management

Quant Strategy Portfolio | September update - Maintaining three pillar diversification | Despite the short term volatility on the strength of US recovery...

Mathan Somasundaram
Deep Data Analytics

Quant Strategy Portfolio | July update - Optimism offering better odds | We maintain our call from May 2013 that the market will experience a two year bull...

Mathan Somasundaram
Deep Data Analytics

Quant Strategy Portfolio | June update - You can't overtake riding in the same lane | Unlike the market, we think the negative outlook for the reporting season...

Mathan Somasundaram
Deep Data Analytics

Quant Strategy Model Portfolio - May update - Macro stacked against May selloff

Mathan Somasundaram
Deep Data Analytics
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