In the world of investing the word 'Growth' can mean different things and sometimes it is hard to know what meaning is meant.
Growth can be a reference to an investment philosophy, ie. they are a growth manager.
Growth can also be a reference to the characteristics of an asset class, ie. equities and real estate are growth assets.
Showing posts with label asset allocation. Show all posts
Showing posts with label asset allocation. Show all posts
Friday, April 3, 2015
Friday, June 12, 2009
A Problem, an Issue, or a Conundrum
Actually it is probably more an issue and/or a problem, rather than a conundrum.
I am referring to the fact that financial markets like gold and oil are relatively small compared to traditional markets like equities and bonds.
The changing face of market players (the rise of hedge funds, SWFs, and ETFs), along with changing perspectives on asset allocation and investment strategy, has led to the prospect of significant demand/supply imbalances.
In other words, the flow of funds can unhinge a market from its fundamentals, aka bubble.
I am referring to the fact that financial markets like gold and oil are relatively small compared to traditional markets like equities and bonds.
The changing face of market players (the rise of hedge funds, SWFs, and ETFs), along with changing perspectives on asset allocation and investment strategy, has led to the prospect of significant demand/supply imbalances.
In other words, the flow of funds can unhinge a market from its fundamentals, aka bubble.
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