Asset allocation

Decorative pattern

Industry

Stick to gold and equities, avoid bonds

While there’s always a chance of catastrophe, the odds of an all-out financial Apocalypse are pretty long, according to Jurrien Timmer, director of global macro research and portfolio co-manager of the Fidelity Tactical Strategies Fund. In a recent webcast, he explained why he’s overweight equities and precious metals at the expense of investment grade bonds. […]

By Dean DiSpalatro |August 2, 2011

4 min read

Decorative pattern

Industry

Tactical asset allocation

Should investors chisel their portfolios onto granite and wait them out for the long haul, regardless of what happens in the markets on a monthly, quarterly or yearly basis? Or should money managers take a more flexible approach to the way they slice up their clients’ asset class percentages? Two top portfolio managers answer this question by explaining the difference between strategic and tactical asset allocation, and how and when to employ the latter.

By Dean DiSpalatro |August 1, 2011

7 min read

Decorative pattern

Industry

Pensions post meagre Q2 gains: survey

Faltering global equity markets largely erased fixed income advances within pension funds during the June quarter, according to a survey just released by RBC Dexia Investor Services. Within the $340 billion RBC Dexia universe, Canadian pension assets rose 0.2% in the three months ending June 2011, nudging year-to-date performance to 2.2%. “Concerns over the resilience […]

By Staff |July 21, 2011

2 min read

Decorative pattern

Economic Indicators

U.S. default seen as buying opportunity

The risk of America technically defaulting on its debt is increasing rapidly, with the odds of such an event rising to 1 in 5 as a result of political bickering south of the border. That’s the view of Jack Ablin, chief investment officer of BMO Harris Bank in the U.S., who said the risk was […]

By Staff |July 21, 2011

3 min read