Portfolio Construction: Equities must respect the law of gravity

posted May 5, 2015, 7:58 AM by Janelle deRocquigny   [ updated May 5, 2015, 7:59 AM ]
Port Construction
As part of his April commentary, Yoonjai Shin, Director and Associate Portfolio Manager, Investment Consulting, explains that what goes up must come down, and in investing, “gravity” influences asset prices to follow a long-term growth path rather than forcing prices down to zero. 

 

Click here for the commentary – Portfolio Construction April 2015