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Category: Markets and Investments

Behavioral Approach to Portfolio Rebalancing

One of the key distinctions between traditional mean-variance asset allocation and behavioral theory is how risk is defined. Modern portfolio theory (MPT) defines risk as the variance around the mean return, while behavioral theory suggests that individuals view risk in terms of not meeting an important financial goal.







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The Bond Market vs. Increased Government Debt

The Congressional Budget Office projects that the federal deficit, over the next 10 years, will increase $1.6 trillion more than their earlier estimate of $10.1 trillion, mainly due to the recent passage of the Tax Cuts and Jobs Act of 2017.







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Stranded Assets

As developed countries swiftly move toward renewable energy sources and electric vehicles, the value of carbon energy reserves will decrease. Read this post to learn more about stranded assets.







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Demographics Change Series No. 3

In this third of our three-part series on global demographic changes, The Winds of Demographic Change, we examine some key geopolitical and social implications of declining fertility rates, aging populations and increasing life expectancy.







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