EP 304: What is a strategic asset allocation? Why does it matter?

Read full blog here In this episode, Stuart delves into the concept of strategic asset allocation and its critical importance in maximising long-term investment returns. He presents evidence demonstrating the unpredictability of short-term returns across asset classes, highlighting the need for diversification. However, Stuart argues that long-term returns are more predictable due to the principle of mean reversion. He advocates for an approach that involves actively allocating new capital ...