Bull market in everything: Investment positioning for times that can’t last forever

GLC recommends investors should take neutral stance with a tilt to favour Canadian equities.

Bond yields have declined to such an extent that incremental returns moving forward will be modest. Fixed income remains attractive as a risk-mitigation tool. GLC recommends a neutral weight. GLC’s base-case scenario calls for small enough increases in bond yields that they forecast a further total bond market return of 0.5 per cent for the remainder of 2019.

GLC recommends broad and diversified geographic and sector allocations, with a slight equity overweight toward Canada. They recommend neutral exposure to U.S. and EAFE equities and recommend a low-to-neutral weight in Emerging Markets.

Italia Ultime Notizie, Italia Notizie

Similar News:Puoi anche leggere notizie simili a questa che abbiamo raccolto da altre fonti di notizie.

Industries set to die with the baby boomers, five indicators of where the market is heading, and is it time to sell Microsoft?Industries set to die with the baby boomers, five indicators of where the market is heading, and is it time to sell Microsoft? GlobeInvestor
Fonte: globeandmail - 🏆 5. / 92 Leggi di più »