CNN Money is currently running an informal poll on their website. They are asking investors ”Which type of investments will you focus on in 2010?”
The results so far are:
U. S. Stocks 35%
Emerging Markets 15%
Bonds 10%
Commodities 6%
Bank accounts 33%
The portfolio, you may note, is cash-heavy and U.S.-centric. Instead of getting bogged down in a possibly outmoded policy portfolio, why not select “all of the above?” With the exception of bank accounts, all of these asset classes are also choices available in our Systematic Global Macro portfolio. (The Global Macro strategy is available both as a separate accounts and a mutual fund.) Instead of bank accounts, Global Macro substitutes short-term U.S. government bonds—but it also covers a much broader range of asset classes, including domestic and international equities, fixed income, inverse funds, commodities, currencies, and real estate. Rather than guessing what may work in 2010, it might be more prudent to use a disciplined and rigorously tested method to select investments.
