Global Macro Video

September 30, 2009

Survey after survey reveals that investors are unhappy with traditional approaches to asset allocation. Simply buying a diversified portfolio and hoping for the best has left much to be desired.

Earlier this year, we introduced our Global Macro strategy which can invest in domestic equities (long & inverse), international equities (long & inverse), currencies, commodities, real estate, and fixed income. This model tactically allocates to these asset classes based on relative strength.

If you are a financial advisor, click here to view an 11 minute presentation on the strategy.

Click here for disclosures from Dorsey Wright Money Management.

Leave a Comment » | Tactical Asset Alloc | Permalink
Posted by Andy Hyer

Don’t Say We Didn’t Warn You

September 30, 2009

The dollar is still the world’s premier reserve currency. But according to this article on Bloomberg, the trend isn’t looking good.

Because the dollar can ebb and flow—and so can the price of every other asset—it’s hard to see how investors are going to get around tactical allocation in the future. And if you admit the necessity of tactical allocation, you had better have a systematic framework to carry it out.

Leave a Comment » | Markets, Tactical Asset Alloc, Thought Process | Permalink
Posted by Mike Moody