In this week’s Globe and Mail column, we take a look at the latest example of a “flash crash” – investigating what defines one, how they are caused, and most importantly – how you can protect your portfolio. Ironically, one of the most popular tactics
They not necessarily the lowest-cost approach. They are not the portfolio that will necessarily beat the traditional index all the time. They are not always going to be sleep-at-night portfolios. They will tend to be the smartest investment approach at a reasonable price. Several of the
When trying to diversify (lower volatility) your portfolio, your best friend is to have assets with lower correlation. You have probably heard that you should ignore currency considerations because in the long run it all balances out. While the chart below shows that is true,
As the markets now enter a period of high volatility, I ponder whether they are sensing the onset of the next recession. It’s almost certain that we will see a global recession within the next two years. The history of U.S. recessions shows the range
In this week’s Globe and Mail article, Larry discusses the dichotomy between the recent low volatility we’ve seen in markets and the very high risk that we’re facing as markets make new highs. Many don’t seem to really understand that risk is a four-letter-word until
With market multiples at lofty levels, investors have options to protect against a market pullback – much like a farmer may protect the value of their crop using options. It’s time to consider laying off some of the risk from runaway markets that don’t make
Our latest piece in the Globe & Mail explores the argument that stock markets must continue endlessly spiraling upward. Why? Because rates are to remain between negative and to low (which we agree with), and therefor there is no alternative to pure equity risk (we
A week does not go by on Berman’s Call where we don’t get a handful of emails or calls asking how retirees can get a safe 4-6 per cent yield in their portfolios. The source of this question stems from the Zero Interest Rate Policies
The Investment Landscape has changed – Will You have enough to retire in the new normal? Blackrock CEO Larry Fink’s latest to shareholders addresses some of the main topics of my current roadshow. Specifically the section titled: Changes to the investment landscape. Will you have
Trying to understand the mass psychology and behaviour of the markets can help us make better investment decisions. We have all heard of the idea of buy low sell high, but how do we figure out when to do it. Most investors tend to dislike