March Allocation sees Commodities in Play
March, 2014 PCM Quant Coalescence
The March reallocation sees commodities in play across the majority of PCM indexes. The PCM Global Tactical Index is now allocated 20% each to gold, oil, utilities, Belgium and Switzerland. The Alpha One Index also saw a rotation to commodities, as it committed to precious metals. The PCM Commodities Index maintained a position in coffee, with the other 50% allocation going into livestock. Coffee continues to do well, as the drought in Brazil has been driving the price higher. The PCM U.S. Industries Index hit another all time high at the end of February and is now allocated 25% to each of U.S. tec.... Read More..
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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