AssetAllocation Plus

Welcome to my blog. What's happening in the markets and what you can do to be ahead of them.

Tuesday, 23 August 2011

Timberland: A True Growth Asset

Timberland, also referred to as forestry, provides a sound long-term investment in both low and high-inflationary environments. A major ...

Sunday, 13 February 2011

"Own-Self Do It"

When my wife was a little girl, her parents and siblings would often offer to help her to do things. Her response was usually, "own-se...

Saturday, 12 February 2011

Notice: New Blog Coming

This is to alert you that a new post will soon be coming to the AssetAllocation Plus blog. J54UENPPS6CM

Monday, 15 November 2010

Global Economic Outlook: 101

The monthly OECD composite leading indicators (CLIs) give a good warning of the upswings and downswings of industrial cycles, both regionall...

Monday, 18 October 2010

Futures, Forwards, Options and Exchange-Traded Funds

Investors are using futures, forwards, options and Exchange-Traded Funds (ETFs) in a wide variety of contexts. For example, borrowers are...

Saturday, 2 October 2010

Risk, But Not as Many Know It

A basic and undeniable fact: Risks exist in many forms. One of the basic fallacies of modern portfolio theory is the belief that risk can...

Sunday, 19 September 2010

Lifecycle Pension Funds - The Question

When it comes to retirement, I do not believe that most people want to invest in some type of lifecycle pension fund if that fund is worth a...

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About Me

AssetAllocation Plus: Wallace Wormley, Ph.D., is Founder and Managing Director of OSPARA Limited; a private investment consultancy based in England and developed to provide independent advice and research to family businesses and institutional clients. Wallace has more than 30 years experience advising on matters involving portfolio design, construction and implementation. He has worked in global asset management (both alternative assets and traditional investments) and in the capital markets. Over this period he has held key executive positions with a range of firms such as Sanlam Ltd (UK, the Netherlands and Switzerland), Sand Aire Limited (UK), Man Investments AG (Switzerland), Prudential Financial Inc (US, Japan and UK) and Fidelity Investments (US). He has PhD and Masters Degrees from Harvard University.

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