Articles from Andy Martin about the advantages of wide diversification, equal-weighting, fixed-income, and indexing.
Diversification Works for Bonds
​If advisors widen their asset class choices when building fixed income portfolios, investor outcomes will improve.
Federal Reserve monetary policy does not work, has not worked, and cannot work.
​The Fed Funds / inflation connection.
The Rise of Passive and Indexed Investing, and its Effect on Market and Liquidity Risk
​No one should manage 100% of their assets passively or actively.
Must Bond Investors Fear Rising Interest Rates?
​Diversified bond fund investors may profit long term, even in the face of rising interest rates.
Bursting the Bond Bubble Babble
​In rising-rate environments, total returns are generally positive, not negative. Investors should shorten duration and diversify into multi-asset fixed-income portfolios.
The industry is wrong, rising interest rates are not bad for investors
​If widely diversified equal-weighted indexing works for stocks, it can work for bonds as well.
