Three asset classes to avoid

January 20, 2020
Three asset classes to avoid

Getting the proportions right when preparing a recipe is more important than the precise provenance of the ingredients. And it’s just the same with portfolio construction: it’s more important to get the asset allocation right than the stock selection.

Tim Toohey from Yarra Capital Management nominates the one asset class most likely to deliver a negative result in 2020, and explains why.

Read more…. (subscription to Livewire Markets required).