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In 1973 economist Burton Malkiel, a Princeton University professor, claimed that "a blindfolded monkey throwing darts at the stock listings" could do as well as...
Thomas Stokes Investment director, multi-assets, Aviva Investors Strong portfolio construction We all know the adage of having eggs in different baskets. Yet we rarely recognise the risk that eggs in separate baskets can still break all at once. To mitigate this, we don’t follow the crowd by outsourcing our
The macroeconomic environment looks relatively positive at present, which explains why we remain overweight equities and underweight government bonds. However, we...