Diversification: Often Discussed, but Frequently Misunderstood

Diversification remains the cornerstone of modern portfolio theory. Yet, during the financial crisis many “diversifying” investments readily followed the direction of the equity markets as they collapsed in 2008 and 2009. This lesson forced investors to revisit their longest-standing beliefs about asset allocation, leading many to suspect that their allocation frameworks needed refining. Our analysis suggests they’re right.

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