liquidity

Asset Allocation

Wiseman’s wise words for investors

Ensuring a portfolio has enough liquidity to rebalance back to the long-term strategic asset allocation is the most critical preparation investors can do ahead of any crisis, according to Mark Wiseman, who said this current environment could be the "opportunity of a generation".

Amanda WhiteApril 3, 2020

Investor Profile

Helmsley puts liquidity centre stage

The CIO of the Helmsley Charitable Trust, Rosalind Hewsenian, has crafted a straight forward, contrarian strategy with liquidity at its heart.

Sarah RundellJanuary 9, 2020

Fixed Income

CalPERS prepares for market dislocation

CalPERS' CIO Ben Meng is preparing for a market dislocation by ensuring the $354 billion pension fund has enough dry powder on hand to take advantage of a drawdown. A liquidity management action plan is a top priority for the fund.

Sarah RundellJune 24, 2019

FIS Oxford 2018

Bridgewater urges investors to get real

Investors need to face the reality of lower returns and adjust their portfolios accordingly, the co-CIO of hedge-fund giant Bridgewater said.

Sarah RundellApril 27, 2018

FIS Yale 2016

Better balance your beta

The most important thing investors can do given the investment environment is to balance their beta to account for the wide range of potential outcomes, says Greg Jensen, Bridgewater co-CIO.

Amanda WhiteNovember 9, 2016