Primer on Commodity Funds: Taking Action Against Inflation

RELATED CONTENT

How Maximum Diversification Can Help Deliver Consistent Portfolio Returns

Stick with the portfolio or bow out? This question often plagues investors in the face of short-term market fluctuations. But a 12-asset investment model that fuels performance and puts the brakes on volatility can deliver consistently positive returns, as shown through 14 five-year rolling periods from 1998-2015.

Is Factor Rotation a Cure for Factor Crashes?

“Smart beta” isn’t immune to market cycles, which presents an opportunity to manage expected risks and boost returns. Rather than using a traditional “buy and hold” approach to ride out the volatility, diversify across multiple factors and allocate assets tactically to get better risk-adjusted results.

‘Real’ Return: How Inflation Impacts Asset Performance

One of the factors often considered in allocating assets is inflation. A review of 60/40 and seven-asset portfolios shows how they performed during periods of high and low inflation from 1970 to 2015. A third option suggests implementing both investment models for a “divide-and-conquer” approach.