Wasted Timing

"Time in" vs "Timing" the Market: Investing is marathon, not a sprint

🔮 Nobody knows what the right time is to invest
Even if it may sound fascinating, systematically timing the market only works in Hollywood movies. As we invest to protect and grow capital over time, we must keep gut-feelings under control and stick to the plan: run a marathon, not a sprint.

Spending quality time in the market matters, even if it gets rocky
We want to put time on our side and smooth out short-term noise to fully catch the long-term trend of the economy. For this reason, we must turn to a scientific, dynamic, and diversification-oriented approach to achieve a smoother path and meet our investment objectives. 

💡 Science reveals the bigger picture
Being rational and mitigating volatility is possible only if we use the scientific method for having things under control and seeing the bigger picture. Adjusting the positioning of our portfolio, maintaining a tight grip on risk management and an efficient allocation to risk factors is crucial to navigate uncertainty and create value in the long-term. 
 

Other research papers:
FACTOR INVESTING

Are Sectors the New Factors?

In this paper, we look inside the Holy Grail of diversification and see how it works in a world where financial markets are as complex as they are fas...

ASSET ALLOCATION

Rethinking Asset Allocation

📌  Essentials for the Post-Pandemic Asset Allocation
Investing is changing fast. The overnight shift we experienced in the aftermath of the global...