portfolio allocation

Wellington co-head of investment strategy

Investors have encountered experienced several periods of severe market turbulence since the global financial crisis – most notably the European sovereign wealth crisis, the ‘taper tantrum’, and the initial stages of the Covid-19 pandemic.

Held up YTD

In 1912, an explosives salesman working for the large US chemicals company DuPont invented a framework to measure internal efficiency, which became famous as the DuPont analysis or formula.