Among an increasing number of investors and portfolio managers, Bitcoin is considered a legitimate and distinct asset class. Jurrien Timmer, Director of Global Macro, Fidelity Investments, summarizes Bitcoin’s evolution and why it may be considered, alongside other alternatives, as part of an investment portfolio.
Rising debt seems to be keeping both markets and economies going, especially in today’s COVID-impaired world. In their latest paper, David Tulk and David Wolf explain how their active asset allocation strategies are addressing the short and long-term consequences of today’s debt-driven markets.
David Tulk and David Wolf emphasize the importance of portfolio diversification that appropriately manages risk while maximizing performance.