Asset Classes
topic on 2 shows · 8 statements across 8 episodes
8 statements about Asset Classes, every show
Monzo Will Eventually Offer All Major Asset Classes With Educational Tools
“So the goal was, you know, of course we will offer all sorts of asset classes in time, but really build it around helping customers understand what they're doing,”
Nesbitt: Over-diversifying into too many asset classes provides no performance benefit
“One of my gripes is sometimes people over-diversify. They're not sure, so they end up with Godly number of asset classes, which really doesn't do anything from a performance point of view.”
Letitia Johnson: Rigid asset class delineations fail to reflect manager opportunities
“These delineations and asset classes don't actually reflect the manager opportunity set.”
Puffer: Investment industry resists specialists shifting asset classes or roles
“This industry doesn't make it easy to shift asset classes, it doesn't make it easy to shift rules when you've become a specialist in something pretty early on and reached a pretty high level pretty early on.”
Scale impairs performance, giving an advantage to smaller, meaningful portfolio allocations
“Scale doesn't work in many asset classes, and so The ability to invest small amounts of money, but it will make a big impact on the bottom line is important.”
Williams: Asset classes correlate during a crisis, while risk factors do not
“If you shifted from an asset allocation approach to a factor approach, And you really wanted to get very clear on what the unique risks are, that if you ended up in a crisis, would tend to not be correlated. Asset classes are. Factors by construction are not.”
Recker: Traditional asset class categorization has questionable value for portfolio management
“The asset class just gives you a sense for what you own, but I would argue going forward, I actually question how valuable the asset classes really are. If you have a Great implementation is just really thinking about it as one portfolio, and just understandin…”