2009 Portfolio Risk Management 
The Big Picture
APRIL 28, 2025
Chart above is from March 2009, but that’s cheating) Compare this to the average 15-year return periods over the past century, which generated ~8.7%. In October 2009, I called the move off the lows The Most Hated Rally in Wall Street History. Financial Repression was the rallying cry for underperforming managers.
Validea
JUNE 2, 2025
Investors looking for a diversified portfolio that performs well in all market conditions have long been drawn to the All Weather Portfolio, a strategy pioneered by Ray Dalio of Bridgewater Associates. The portfolio allocates across U.S. equities, gold, commodities, and long-duration and intermediate-term Treasury bonds.
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The Big Picture
APRIL 29, 2025
Their focus is on generating alpha with high conviction concentrated portfolios. As you, as you may recall, the insurance companies had huge commercial loan portfolios in those days that they were using to backstop long dated life insurance liabilities. 00:14:50 [Speaker Changed] Yeah, it was about the middle of 2009.
James Hendries
JULY 13, 2022
So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020, but the ride has been very bumpy. Investing involves risks including possible loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments.
SEI
AUGUST 2, 2022
We are currently experiencing one of the most volatile times in decades, on top of the start of the pandemic and the 2008-2009 recession. Setting a strategic asset allocation and stress testing it, as part of the risk management exercise, is a critical component in “pre-experiencing” such downturns. Retirement plan sponsors.
Nationwide Financial
JUNE 5, 2023
Though inflation remains the most significant perceived risk for business owners, more than two-thirds expect a recession before the end of 2023. And of those expecting a recession, the majority believe it will be as bad or worse than the Great Recession of 2007-2009. It’s important to remember that most recessions in the U.S.
BlueMind
DECEMBER 23, 2022
One of the few movies which portray the 2008 financial market crisis in the most accurate way possible, this thrilling movie’s inciting incident begins when a risk-management division head is laid off due to the company’s downsizing. Rather than investing in a single product, your portfolio should be diversified.
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