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Margin Call
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Investment strategies for when (almost) everything goes down

ANALYSIS: Some issues with orthodox ‘balanced’ investment strategies and some suggestions on mitigating them.

When equities are falling, there can be a rush to safety that causes interest rates to fall and bond prices to rise.

Jamie Young Tue, 04 Oct 2022

The main theory behind balanced investment strategies, which make up most KiwiSaver funds, is that bonds and equities offer relatively uncorrelated returns.

When equities are falling, there can be a rush to safety that causes interest rates to fall and bond prices to rise. A falling equity market

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Jamie Young Tue, 04 Oct 2022
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Investment strategies for when (almost) everything goes down
Margin Call,
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