By SIMON CONSTABLE
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Monday, June 7, 2021
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.
Photo by Hans Eiskonen on Unsplash
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.
Photo by Kyle Glenn on Unsplash
Friday, June 4, 2021
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.
Photo by François DALLAY on Unsplash
Thursday, June 3, 2021
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.
Photo by Angelo Abear on Unsplash
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