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I wonder if, longitudinally, there has been a net acceleration in correlation among asset classes.
Jan 08 07:00 am
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All Comments by donzelion »Equity Asset Allocation Didn't Work in 2008 [View article]
It would make sense that certain financial instruments and structures would increase correlation in ways that are less than obvious - and that correlations that are hidden would emerge during times of stress (e.g., when hedge funds liquidate certain companies, they sometimes must also liquidate non-correlated assets, and thereby, the "nocorrelated assets" become correlated as a result of market activity).
Indeed, once upon a time, there was a basic faith that the DOW, which represents uncorrelated industries, could never rise or fall, but in the long-run, it would eventually return to equilibrium (now a quaint notion long sense dispelled...)