Sometimes past success from the concentrated investing in well-known companies discourage investors from diversifying their assets. Unfortunately, this can lead to one of the most well-known cautionary tales in finance:
Tragic declines in wealth resulting from losses in single securities.

With the end of easy money policies from central banks around the world and expectations of rising interest rates, you may be wondering — Should bonds play a role in my investments? In this environment, why hold bonds at all?’ In addition to the wealth of existing peer reviewed academic evidence, a recent machine learning analysis by Vanguard may help to provide some insights.

Interest rates will eventually rise and when they do, the transition from a low-yield to a higher-yield environment can lead to capital losses in portfolios and also put pressure on those who have taken up new levels of debt. Are you prepared?

The world is more tightly knit and globalised than you may think. Assessing the exposure of an equity portfolio is not just looking at where companies are based, but also about where their revenues are generated.

Over the past 10 years or so, investors managed to get away with poor investing habits. Whatever they threw their money at seemed to work out pretty well. However, it may appear that the tide may finally be turning.

The Bank of America recently declared that the 60/40 portfolio is dead. Yet many similar death reports in the past have proved to be unfounded.