JA Profile picture
Nov 17 3 tweets 1 min read
#assetallocation

@cppinvestments have ~ CAD 520B AUM.

This was really interesting, especially b/w the 10th-43rd minute mark and most of all, at the 22 minute mark when defining investment horizon:

1/3
2/3

‘Investment horizon = the length of time one can remain committed to an investment strategy that is broadly performing as expected without getting stopped out.’
3/3

‘One of the biggest errors we can make as investors is believing we have a longer time to prove out an investment approach than we really do.’

Topical. Very topical.

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More from @AitkenAdvisors

Nov 24, 2021
Client exchange 3 weeks ago🧵:

'For six months now, it seems an entire community of central bank watchers has been arguing over how to calibrate the next handful of basis points in core PCE etc, so that these central bank watchers can call the turn.
Have too many central bank watchers become complacent after years of endless if necessary spoon feeding by central banks?
Whilst all these clever central bank watchers were arguing over the next handful of basis points in core PCE, right under their noses all sorts of old-fashioned inflation indicators were breaking out.
Read 9 tweets

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