Following is a list of Strategies articles published on PortfolioConstruction Forum throughout 2004...
Presentations and full transcripts from the PortfolioConstruction Conference 2004 are now available...
With inflation gathering steam, US Treasury Inflation-Protected Securities (TIPS) and TIPS funds – essentially inflation-linked bonds – are becoming more popular due to their inflation hedging properties, according to S&P...
Financial advisers should be doing more to be actively involved in placement of investments into property, according to specialist property investment research house Property Investment Research. In a recently released Market Review, PIR argues the case for property allocations to be as high as 40% in a portfolio...
2004 will be a battle between rising interest rates and a highly leveraged US economy, predicted Tim Ridley, manager diversified funds for Alliance Capital at December's Portfolio Construction Forum Researchers' Roundtable. On balance, Ridley supported an underweight allocation to international equities for 2004. Here are full notes plus images of his slides (the actual Powerpoint file is also available)...
US company profits are growing and in a way that is relatively sustainable, contended Callum Burns, head of global asset allocation at BT Funds Management, at December's Portfolio Construction Forum Researchers' Roundtable. For this and other reasons, Burns supported an overweight allocation to international equities for 2004. Here are images of Callum's presentation slides, with full notes...