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How To Balance Short And Long Term Goals In Asset Allocation

Strategic Asset Allocation-Combining Science and Judgment to Balance Short Term and Long Term Goals Peng Wang and Jon Spinney A version of this paper can be found here Want to read ou.....»»

Category: blogSource: valuewalkNov 14th, 2017

FidelityVoice: Expect Slower World Growth, Lower Yet Positive Returns

When it comes to creating and adjusting a mix of investments, Fidelity’s Asset Allocation Research Team (AART) looks at how trends may play out over three different time periods: short (tactical), medium (business cycle), and the long-term (secular) out.....»»

Category: topSource: forbesOct 3rd, 2016

5-Year Capital Market Assumptions

5-Year Capital Market Assumptions b Maintaining long-term forecasts for major asset classes provides helpful context for responding to short-term swings in markets. When it comes to making asset allocation decisions, we find great value in maintaining a l.....»»

Category: blogSource: valuewalkOct 1st, 2016

Warren Buffett perfectly describes why the retail apocalypse is dooming Macy"s, Sears, and JCPenney (M, SHLD, JCP)

Business Insider Retailers such as Macy's, Sears, and JCPenney are closing stores as sales decline.  Warren Buffett's book of essays has an explanation for the root of the problem: companies prioritizing short-term goals over long-ter.....»»

Category: topSource: businessinsiderOct 19th, 2017

Top Analyst Says Buy Any Gold Pullback as Risks Mount

Proper asset allocation should always include a single-digit percentage holding of precious metal like gold and silver. Not only do they hedge over the long term, they can really help if the market........»»

Category: blogSource: 247wallstSep 21st, 2017

Who Says REITs Fear Rising Rates? 4 Stocks Disprove This

Barring short-term hiccups, this special hybrid asset class has proven time and again that rate hikes do not necessarily impact long-term returns from REIT stocks. .....»»

Category: worldSource: nytSep 11th, 2017

Savaria – An Elevating Idea From NewGen Asset Management

The NewGen Equity Long-Short Fund seeks to balance steady riskadjusted performance with capital preservation in order to deliver a unique return stream that can provide real diversification benefits .....»»

Category: blogSource: valuewalkJul 20th, 2017

Old Worries Await GE"s New Chief

GE’s quarterly results, due Friday, will give the company’s incoming boss a taste of what he is up against: concerns about long-term profit goals and generating cash in the short term......»»

Category: smallbizSource: wsjJul 19th, 2017

Tactical Asset Allocation: Does The Day Of The Month Matter?

Most long-term approaches to investing, like tactical a.....»»

Category: blogSource: valuewalkJun 29th, 2017

S&P 500 Top Ten Contributors By Year

Most investors approach the asset allocation decision in what we would call the traditional approach. Determine your long term objectives, liquidity needs and risk tolerance, then select an asset allocation that has hi.....»»

Category: blogSource: valuewalkJun 5th, 2017

The Factors That Could Be Moving Short- And Long-Term Buyers

When you’re doing research on a potential investment in a stock, where do you get your information from? Earnings reports? A company’s balance sheet? The technicals? Analyst sentiment? Maybe all of the above. read more.....»»

Category: blogSource: benzingaJun 5th, 2017

China MIC 2025 results for ICs likely to fall short of its goals, says IC Insights

China's government has a long-term goal to become self-sufficient with regards to IC devices. Its "Made in China 2025" (MIC 2025) plan was published by the China State Council in May of 2015. The milestones in MIC 2025 are for C.....»»

Category: topSource: digitimesFeb 2nd, 2017

Time to Buy Fidelity Asset Manager 50% Fund (FASMX)

Fidelity Asset Manager 50% Fund (FASMX) seeks high total return with reduced risk over the long term by allocating its assets among stocks, bonds, and short-term instruments Fid.....»»

Category: topSource: zacksDec 22nd, 2016

Demand a 30% Increase to C

Time is your most valuable asset. Too many job candidates waste it by making long term career decisions using short term information......»»

Category: topSource: incDec 14th, 2016

Value ETFs Are Not Just a Short-Term Play

The recent outperformance in value-oriented stocks has put renewed focus on the asset category after the growth style took center stage in recent years, but value equities and related exchange traded funds have proven to enhance returns over the long run .....»»

Category: topSource: foxnewsNov 29th, 2016

What Money Experts Are Telling Clients After the Election

Financial planners say long-term goals outweigh short-term market and political gyrations.....»»

Category: topSource: abcnewsNov 10th, 2016

Ben Inker – Keeping the Faith in Value Investing

Published on Sep 14, 2016 Ben Inker, Co-Head of GMO’s Asset Allocation team, discusses the advantages of long-term valuation-based investing and why GMO is Keeping the Faith in this approach. 0:09 in the long run there is no factor which […] The p.....»»

Category: blogSource: valuewalkOct 28th, 2016

Kuroda hints at lower short and long-term rates

Bank of Japan Governor Kuroda spoke in Washington BOJ leader Haruhiko Kuroda said on Saturday that if needed he won t hesitate to lower rates further but also said there will be no significant changes in the management of the balance sheet under the new p.....»»

Category: futuresSource: nasdaqOct 9th, 2016

Asian shares gain as Bank of Japan tweaks monetary policy

Asian shares rose Wednesday after Japan's central bank wrapped up a policy meeting with a decision to keep short-term interest rates unchanged while adjusting its asset purchases to help push yields on long-term government bonds higher......»»

Category: topSource: foxnewsSep 21st, 2016

Asian Shares Gain as Bank of Japan Tweaks Monetary Policy

Asian shares rose Wednesday after Japan's central bank wrapped up a policy meeting with a decision to keep short-term interest rates unchanged while adjusting its asset purchases to help push yields on long-term government bonds higher.....»»

Category: topSource: abcnewsSep 21st, 2016

Treasury"s New Approach to Debt: Go Short

The Treasury department is set to increase the share of shorter-term debt issuance and reduce the share of longer debt issuance, ending a yearslong trend that favored long-term debt issuance......»»

Category: smallbizSource: wsjNov 16th, 2017