When the ‘Barbell’ Investment Strategy Does—and Doesn’t—Work

  • 📰 WSJ
  • ⏱ Reading Time:
  • 19 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 11%
  • Publisher: 63%

Deutschland Nachrichten Nachrichten

Deutschland Neuesten Nachrichten,Deutschland Schlagzeilen

Because of behavioral biases, investors tend to avoid the extremes of any variable or asset characteristic like valuation, so the extremes of an asset class are often underpriced

Professional asset managers often like to promote the virtues of a “barbell” strategy for one’s portfolio, especially in a rising-rate environment. In the simplest sense, the strategy involves investing in the two extremes of a given variable, while avoiding anything in between. In the case of valuation, it would mean investing in only growth stocks and value stocks; in the case of credit quality, it would mean owning only high-yield bonds and low-yield bonds.

The idea is partially rooted in the notion that because of behavioral biases, investors tend to avoid the extremes of any variable or asset characteristic like valuation, so the extremes of an asset class are often underpriced. This is especially true at times when biases may be stronger, such as in rate environments when there is greater uncertainty.

 

Vielen Dank für Ihren Kommentar.Ihr Kommentar wird nach Prüfung veröffentlicht.
Wir haben diese Nachrichten zusammengefasst, damit Sie sie schnell lesen können. Wenn Sie sich für die Nachrichten interessieren, können Sie den vollständigen Text hier lesen. Weiterlesen:

 /  🏆 98. in DE

Deutschland Neuesten Nachrichten, Deutschland Schlagzeilen