Asset Allocation – Page 2 – The Idea Farm by Meb Faber

March 19, 2018

Is 5% Real?

Vanguard asks if 5% is a reasonable real return target…some nice charts in here: Pic then download: —- —- Download Is 5% the right return target for institutional investors? Website https://www.vanguard.com/ Good investing, Meb Faber theideafarm.com

February 28, 2018

When You Assume…

Asset class assumptions from the top 10 consultants. I also included a Global Pension Overview that isn’t really actionable but sorta just interesting… Pic then download: —- —- Download Assumptiosns Global Pension Summary Link https://www.evestment.com/ https://www.willistowerswatson.com/ Good investing, Meb Faber theideafarm.com

February 23, 2018

Hello Dr.

Spend less, save more…blech… Nice overview from Vanguard on their outlook…. Pic then download: —- Download Vanguard Outlook Link https://t.co/X46Wduf4jn https://institutional.vanguard.com Good investing, Meb Faber theideafarm.com

February 22, 2018

#1 Read of the Year

The CSFB GIRY is always my favorite read of the year (you should read all the archive years if you have not yet). They started only publishing a Summary and Slide Deck beginning in 2017, so if you see the […]

February 19, 2018

Hiring Stalin

We did an article a couple years ago that was a riff on the magazine articles “Celebrities, They’re Just Like Us!” featured in the grocery store check out lines. We referenced how institutions often make the same stupid hiring and […]

January 2, 2018

Stalin’s Pension Fund

Happy New Year! I honestly can’t recall if I sent this piece or not, so if I did, well read it again! It’s that good. A quick chart and then the download… —- —- Download What Happened to Inflation? And […]

December 13, 2017

Silver Bullet

Really nice PPT from Corey and the crew at Newfound… Chart and download —- —- Link SIlver Bullet Website https://blog.thinknewfound.com/ Get a Free Subscription! If you send me an email with a link or attachment to a piece you think […]

October 19, 2017

Demo

I know a lot of people research demographics, but for the life of me I can’t figure out how to incorporate into my investment systems. PIMCO does a lot of work here and below is a new thick report from […]

October 18, 2017

Slide Pack

Did y’all catch my podcast with Jeff Sherman? Really fun one…(link here). Here’s a nice slide pack from DoubleLine… Chart and download: —- —- Link Asset Allocation Presentation Website Home Page

October 13, 2017

Trillion Dollar Club

I guess I shouldn’t be surprised, but still shocking to me 83% of the world’s top asset managers are US based. Chart then link: —- —- Links Trillion Dollar Club Website Home

September 29, 2017

GMP

There is a lot in here….CAPE ratios, expected returns, etc….I liked the section on the Global Market Portfolio (GMP). Chart and download: —- —- Links Expected Returns Website https://www.robeco.com/en/

September 1, 2017

The GMP

Great paper from Pete Mladina on the global market portfolio…he compares it to 151 World Allocation funds…and finds most would be better off just indexing to the GMP…which is basically 50% a global stock index ACWI) and 50% a global […]

August 27, 2017

Bonds and Low Rates

Great paper…don’t miss…people love to think in nominal returns, but it is real returns that matter… …chart then download: —- —- Link Asset Allocation in a Low Yield Environment Website https://www.aqr.com/

August 16, 2017

Robo Performance

I don’t know how much validity there is in comparing the performance across robo platforms, but figured some of y’all would like this. Lots more info in here too… Chart then download: —- —- Link The Robot Report Website https://www.theroboreport.com/

July 20, 2017

Probability of US Recession

Fun little chartbook from Goldman… Chart then download… —- —- Link to Download Market Know-How Website http://www.goldmansachs.com/