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May 2008, Wealth Manager
Seven fat years haven’t changed Matt Simmons’
bullish view of the world’s most important commodity.
By James Picerno
Sure, it’s easy to be an energy
bull now—after seven years of rising prices.
But it was a lonely job in the late 1990s,
when a barrel of crude oil changed hands
in the $10-to $20-range.
May 2008, Wealth Manager
The financial literature now favors active asset allocation, but it's still risky.
By James Picerno
It has been fIve years since
veteran investment consultant and celebrated
author Peter Bernstein invoked
the word “obsolete” to describe the policy
portfolio, which encourages fixed weights
for multi-asset class investing strategies.
By contrast, dynamic asset allocation is
the superior alternative, he argued in a
widely discussed 2003 article in his newsletter
Economics and Portfolio Strategy.
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