Quant Coalescence

October, 2014 Quant Coalescence

October, 2014 PCM Quant Coalescence

PCM Indexes remained in a conservative stance for the October 1st reallocation and added outright inverse equity positions as well. PCM Absolute U.S. Sectors went to cash equivalents and the defensive healthcare and consumer staples, while PCM U.S. Industries is heavily in cash equivalents with the only equity exposure being consumer staples.

After gaining significant ground year to date and hitting an all time high in August, the Emerging Market Equity Index pulled back in September. It is now allocated to long equities in the Middle East (of those nations more aligned with the West), an.... Read More..

Market Pulse

Modern Asset Allocation: Riskier Than You Think

Written by R.Todd Wood, MBA

How one defines "conservative" is an important question. Conservative investing has different meanings to different constituencies, and perhaps has even been over simplified due to the pigeon-holing effect of investor risk categories.For many investors, being conservative means they can't afford to take risks that would potentially reduce or eat into principal; however, standard asset allocation models are static and typically heavily weight bonds for conservative investors. While this methodology has worked well in low inflationary markets, risk of a decade of bull markets in bonds mean.... Read More...


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