Blog Archives



10 Apr 2016

Riding the camel - Is another stock market lurch close?
Tom Elliott

Current racing conditions: soft. Q2 asset allocation preferences (unhedged US dollar-based, updated at start of quarter): neutral equities vs. fixed income. Within equities, favouring a low volatility/ high dividend strategy with no active regional or country positions. Longer term outlook is to be pro-risk assets. Read more

21 Apr 2016

Riding the camel - Odd happenings in the bond market
Tom Elliott

Current racing conditions: soft. Q2 asset allocation preferences (unhedged US dollar-based, updated at start of quarter): neutral equities vs. fixed income relative to benchmark. Within equities, favouring a low volatility/ high dividend strategy and a small overweight in Canada. Within fixed income, neutral. Longer term outlook is to be pro-risk assets. Read more

21 Apr 2016

Investment Outlook
Tom Elliott

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