Tag: MSCI World Index

Despite aiming to deliver “diversified” results, most balanced portfolios pivot around the same risk levers and dominant names. It means exposure compression, benchmark design and regulatory benchmarking concentrate risk into predictable choke points – the MAG-8, Australian banks and US dollar – which passive investing reinforces.

Value stocks have been big outperformers over the past three years, especially those in the cheapest part of the market, says Schroders’ Simon Adler. To avoid value traps, it’s key to do one’s research.