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MiB: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

This week, I speak with Velina Peneva , group chief investment officer at insurance giant Swiss Re. She explains the importance of matching your assets to your future liabilities, and why liquidity and quality are so important. Previously, she was Head of Thematic Strategy and PM for the Global Allocation Fund at BlackRock.

Investing 130
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Personal finance links: changing circumstances

Abnormal Returns

sites.libsyn.com) Katie Gatti Tassin talks with Jeremy Porter about how home insurance and climate change are affecting the housing market. tonyisola.com) Age is just one factor when it comes to your asset allocation. Podcasts Sam Dogen talks with Dr. Jordan Grumet author of "The Purpose Code."

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10 July 4th Reads

The Big Picture

Bloomberg ) see also The Worst Housing Market in America Is Now Florida’s Cape Coral : Home prices have been battered by everything from overbuilding to insurance costs. Previously, she was Head of Thematic Strategy and PM for the Global Allocation Fund at BlackRock. Realtors warn there’s further to fall.

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Thursday links: underestimating risk

Abnormal Returns

Active management Why asset allocators usually fail when it comes to manager selection. bloomberg.com) Auto insurance Why Florida has such high auto insurance rates - auto glass lawsuits. bloomberg.com) Auto insurance Why Florida has such high auto insurance rates - auto glass lawsuits.

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The Digitally Borderless Society Is Coming—And Faster Than We Think

Wealth Management

An AI agent observes your behavior, interprets unstructured notes, and programmatically updates the CRM with relevant action items, family data, asset allocation, and risk metrics—all without middleware. Let’s say your planning tool doesn’t integrate with your CRM. No problem.

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The Importance of Temporal Diversification

Discipline Funds

But 20 years is a long time and most of us aren’t disciplined to let our assets sit around for 20 years because we live our lives in the present. It’s a long-term instrument that exacerbates that asset-liability mismatch in our lives. Of course, you can build multi-asset portfolios many different ways.

Assets 75
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5 Tactics for Retirees to Navigate Economic Uncertainty

MainStreet Financial Planning

Reevaluate Your Asset Allocation If watching your investment portfolio fluctuate causes anxiety, your current allocation might be too aggressive. Consider Going to CashOnly as a Last Resort If market fluctuations are affecting your mental and emotional well-being, it may be tempting to move all your assets to cash.