Within equities, we maintained an overweight to U.S. stocks, with emphasis on large-cap stocks and high-quality, dividend-paying equities. For fixed income, we continue to prefer investment grade corporate bonds. We believe low correlation absolute return strategies should continue to be a part of diversified portfolios. The Columbia Management Asset Allocation Team meets to review global economic
Interest in alternative strategies has increased dramatically, but explanations for how to use them effectively are lacking. Adopting one-size-fits-all allocations to alternative investments can result in a portfolio where the risk/return profile does not match the investor’s goals. In this article, we suggest two methods of incorporating alternatives, with careful consideration of risk tolerance and expected returns. Few topics
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