In an increasingly fragmented and complex global economy, the traditional approach of capital allocation—dividing assets across equities, bonds and alternatives—is no longer sufficient to meet the ...
Below I evaluate each of the asset class buckets. 1. Inflation Beneficiary Equities [IBEs] This asset allocation bucket is performing well and that performance, together with increases in some ...
We briefly discuss the importance of capital allocation decisions by executive officers. We take a close look at 3M’s capital allocations over the past 10 years. We highlight those that we believe ...