EIB Working Papers 2019/11 - Macro-based asset allocation

Macro-based asset allocation is based on the identification of turning points in macro-financial cycles. This paper suggests that macro-based asset allocation informed by trends in continuous business and financial cycle indicators could be a promising alternative for medium- and long-term investmen...

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Opis bibliograficzny
Główni autorzy: Schmieder, Christian, Kollár, Miroslav
Format: Online
Język:angielski
Wydane: European Investment Bank 2021
Hasła przedmiotowe:
Dostęp online:OCN: 1238205793
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author Schmieder, Christian
Kollár, Miroslav
author_browse Kollár, Miroslav
Schmieder, Christian
author_facet Schmieder, Christian
Kollár, Miroslav
author_sort Schmieder, Christian
collection Directory of Open Access Books
description Macro-based asset allocation is based on the identification of turning points in macro-financial cycles. This paper suggests that macro-based asset allocation informed by trends in continuous business and financial cycle indicators could be a promising alternative for medium- and long-term investment strategies. Despite changes during the last three decades, the most promising specifications of this approach did roughly anticipate turning points in asset price cycles, implying favourable returns and low portfolio volatility.
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language eng
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spelling doab-20.500.12854ir-361382025-03-28T03:21:05Z EIB Working Papers 2019/11 - Macro-based asset allocation Schmieder, Christian Kollár, Miroslav European Investment Bank Business & Economics Finance General thema EDItEUR::K Economics, Finance, Business and Management::KF Finance and accounting::KFF Finance and the finance industry Macro-based asset allocation is based on the identification of turning points in macro-financial cycles. This paper suggests that macro-based asset allocation informed by trends in continuous business and financial cycle indicators could be a promising alternative for medium- and long-term investment strategies. Despite changes during the last three decades, the most promising specifications of this approach did roughly anticipate turning points in asset price cycles, implying favourable returns and low portfolio volatility. 2021-02-10T14:33:05Z 2021-02-10T14:33:05Z 2020-12-15T13:28:44Z 2020 book OCN: 1238205793 https://library.oapen.org/handle/20.500.12657/43428 9789286144899 https://directory.doabooks.org/handle/20.500.12854/36138 eng open access image/jpeg image/jpeg image/jpeg n/a n/a n/a https://library.oapen.org/bitstream/20.500.12657/43428/1/external_content.pdf https://library.oapen.org/bitstream/20.500.12657/43428/1/external_content.pdf https://library.oapen.org/bitstream/20.500.12657/43428/1/external_content.pdf European Investment Bank European Investment Bank https://doi.org/10.2867/394053 https://doi.org/10.2867/394053 feca012f-a3d8-4aac-95aa-b6cf4bdbed7c Knowledge Unlatched 9789286144899 Knowledge Unlatched (KU) European Investment Bank open access
spellingShingle Business & Economics
Finance
General
thema EDItEUR::K Economics, Finance, Business and Management::KF Finance and accounting::KFF Finance and the finance industry
Schmieder, Christian
Kollár, Miroslav
EIB Working Papers 2019/11 - Macro-based asset allocation
title EIB Working Papers 2019/11 - Macro-based asset allocation
title_full EIB Working Papers 2019/11 - Macro-based asset allocation
title_fullStr EIB Working Papers 2019/11 - Macro-based asset allocation
title_full_unstemmed EIB Working Papers 2019/11 - Macro-based asset allocation
title_short EIB Working Papers 2019/11 - Macro-based asset allocation
title_sort eib working papers 2019 11 macro based asset allocation
topic Business & Economics
Finance
General
thema EDItEUR::K Economics, Finance, Business and Management::KF Finance and accounting::KFF Finance and the finance industry
topic_facet Business & Economics
Finance
General
thema EDItEUR::K Economics, Finance, Business and Management::KF Finance and accounting::KFF Finance and the finance industry
url OCN: 1238205793
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