What did it look like in 2013? Apple is now bigger by value than the entire Australian stock exchange.
We are seeing a dislocation between some and the rest, particularly in North America. What will be the impact of mean reversion?
The 60/40 Portfolio and the Risk of a Lost Decade
Most investors understand the logic of the traditional 60/40 portfolio. Own a diversified mix of shares and bonds. Shares provide long-term growth. Bonds provide income…