WSJ: Why Investors May Not Want to Regularly Rebalance Their Portfolio

 By SIMON CONSTABLE 

It’s an investor’s mantra: Rebalance your portfolio regularly. But it may be worth rethinking that mantra. 

The case for rebalancing is pretty straightforward. Over time, assets whose prices rise account for a growing proportion of a portfolio’s overall value, and those whose prices fall amount to a shrinking share of the portfolio. Rebalancing, by selling securities that have risen in value and buying assets whose value has declined, restores the investor’s desired weighting of various assets within the portfolio. Read more here.

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WSJ: What Is Global Macro?

 By SIMON CONSTABLE

Wall Street professionals often refer to “global macro,” but few outside of the finance world have any idea what it means or why it matters to investors.

Global macro is a term for underlying trends that are so large that they could lift or drop the economy or vast chunks of the securities market, says Peter Tchir, head of global macro at New York-based Academy Securities. “As a whole, they are huge driving factors,” he says. Read more here.

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Barron's: BP’s Pivot to Renewables Has Big Potential—and Sizable Risks

By SIMON CONSTABLE

Investors wanting to inject some fuel into their portfolio could do a whole lot worse than to consider energy giant BP.

BP (ticker: BP) has the potential for big gains over the next 12 months as the company engages in a significant stock buyback program, continues transitioning toward renewable energy, and markets its oil and gas at relatively high prices, analysts say. Read more here.

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Korn Ferry: Germany -- The Issues Beyond COVID

By SIMON CONSTABLE

They are headlines that no one can miss—Europe’s continued problems with its vaccine programs. But experts say that the continent’s biggest economy, once well lauded, has quietly developed a different set of economic ails. Read more here.

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Eye On the World with John Batchelor: Scotland reopens, except Edinburgh; and the price of hogs in China.

 By SIMON CONSTABLE

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Forbes: Another Blow To The EU — Its Population Is Divided

 By SIMON CONSTABLE

The bureaucracy that is the European Union just received another blow, this time from its residents.

The population of the 27-country bloc are hugely divided over some of the key aspects of EU membership, a recent report by researchers at Oxford University shows. Read more here.

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Forbes: Pork Prices Set To Plunge As Chinese Demand Evaporates

 By SIMON CONSTABLE

Look out below.

Prices for pork look set to plunge over the summer, recent research shows. Read more here.

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