Emerging Markets Performance in 2008 and Beyond [View article]
Thanks Geoff, for another great article. I appreciate that you back your piece with thorough analysis and data. Are there low beta stocks/investments with low correlations that would be better suited in todays investment environment to offset the risks of an investor 50% in an SP500 index, 40% bonds, 10% cash?
What specific advice do you have for an investor going forward to minimize risk and address this increased correlation of asset classes?
Emerging Markets Performance in 2008 and Beyond [View article]
What specific advice do you have for an investor going forward to minimize risk and address this increased correlation of asset classes?