How historical and expected returns for university endowments can guide us in setting reasonable return expectations. We also analyze managed futures strategies to see how they work, how they have performed, and how to use them in your investment portfolio. Show Notes 2025 NACUBO-Commonfund Study of Endowments (NCSE) Results—NACUBO Princeton University cuts expectation for endowment returns by Sun Yu—The Financial Times Demystifying Managed Futures by Brian K. Hurst, Yao Hua … [Read more...]
367: What Investment Strategies Do Best During High Inflation Periods?
How different asset classes and investment strategies have performed during periods of unexpectedly high inflation. While trend and momentum strategies have performed the best, what are some of the challenges with implementing those strategies. Topics covered include: What has led to today's high inflation environment and why it is uniqueHow current demographic and technology trends are disinflationaryHow many inflationary regimes have there been in the pastHow stocks, residential … [Read more...]
MNY150 Plus: Asset Allocation Example, Managed Futures and Bonds
This week March 25, 2017 on Money For the Rest of Us Plus we walk through the process of breaking down a portfolio to determine its asset allocation, expected return, risk and fees. We also discuss managed futures and the challenge of estimating the impact of a bond fund's duration on performance over multiple quarters. … [Read more...]
What Are Managed Futures and What Are The Risks
This audio lesson discusses managed futures ETFs and funds and the risks of investing in them. The episode length is 6 minutes. … [Read more...]
