Phil Edwards

FIS Digital – June 2020

Time for a globalisation rethink?

There is growing recognition that globalisation has a downside. But whether they are mitigated, or continue on the current course, investors should be looking to safeguard their portfolios.

Phil EdwardsNovember 6, 2017

Opinion

If the gold asset fits, wear it

The debate over gold’s value as a financial asset will always be intense. But investors should look past the rhetoric to the evidence, when making a decision about whether it’s right for their po

Phil EdwardsOctober 10, 2017

Asset Classes

Crisis plan can’t be bonds alone

In recent years, bonds have been a life raft when equity markets have fallen. But this negative correlation is not a given. To prepare for the next crash, investors need a robust, tailored plan.

Phil EdwardsJuly 21, 2017

Opinion

We need to be better than ‘optimal’

An over-reliance on mean-variance optimisation has led to portfolios that fail to take into account the radical complexity of the real world and embrace ‘pretentious and unhelpful symbols’.

Phil EdwardsFebruary 28, 2017

Opinion

Dangers, and opportunities, lie ahead

Against a backdrop of geopolitical tumult, Mercer’s Phil Edwards outlines four developments investors will need to consider when building and adjusting their portfolios for the year ahead.

Phil EdwardsJanuary 27, 2017

Asset Allocation

Is diversification really a free lunch?

Diversification can be a powerful tool in managing downside risk, but it has been argued that “too much” diversification can destroy a business if it diverts too widely from its original purpose.

Phil EdwardsSeptember 30, 2016

FIS Digital – June 2020

Time for a globalisation rethink?

Opinion

If the gold asset fits, wear it

Asset Classes

Crisis plan can’t be bonds alone

Opinion

We need to be better than ‘optimal’

Opinion

Dangers, and opportunities, lie ahead

Asset Allocation

Is diversification really a free lunch?

Local Pensions Partnership

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