FYI: Investors spend a lot of time looking at historical data series and market relationships but very little time studying how investors allocate their capital. Investor preferences and needs can have huge ramifications on the markets. In this piece I wrote for Bloomberg I look at how investor preferences for stocks have changed over the years along with some potential implications.
Regards,
Ted
http://awealthofcommonsense.com/2017/09/how-stocks-took-over-asset-allocation/
