Thinking about realigning client portfolios in Q2? A team of advisors at Richardson GMP have shared their view on where the markets are heading, and some key adjustments that may serve clients heading into the midway point of 2015.
Recommended portfolio adjustments for Q2:
• Shorten duration on fixed income. The huge returns in bonds in Q1 have taken yields to low levels.
• Stick with U.S. dollar exposure. The Federal Reserve will still be the first central bank to hike interest rates, even if it doesn’t happen until much later this year.
• Energy may present an opportunity, but we aren’t there yet.
More details here.