Topic: Using Lumber and Gold to Actively Manage Stocks and Bonds
Michael A. Gayed, CFA, and Charlie Bilello, CMT, of Pension Partners, LLC co-authored two award-winning papers in 2014, and also won the 2015 Wagner Award for their paper documenting how Lumber and Gold can be used as signals for managing investment portfolios. This eye-opening paper focuses on the predictive power of two seemingly unrelated commodities which provide important information on the economic cycle, and risk-seeking behavior in various assets. Their work has important implications for both asset allocators and active managers.
Join Michael A. Gayed, CFA, co-author of these papers as he presents the research and provides practical ways of active tactical asset allocation using the signaling power of Lumber and Gold.
Speaker: Michael A. Gayed, CFA - Pension Partners, LLC