The Approaching Reallocation Rally

May 1, 2012

From a large commentary from Doug Kass, found at TheStreet.com:

It remains my contention that it will take relatively large losses in bond funds to bring back the individual investor into equities. But this is likely coming — it almost always occurs coincident with higher stock prices — and when it does, one of the greatest reallocations out of bonds and into equities will commence.

Mr. Kass discusses also the flow of funds and many factors that he believes are impacting prices.  It’s a nice piece because it hits most of the talking points that clients ask about.

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What’s Hot…and Not

May 1, 2012

How different investments have done over the past 12 months, 6 months, and month.

 1PowerShares DB Gold, 2iShares MSCI Emerging Markets ETF, 3iShares DJ U.S. Real Estate Index, 4iShares S&P Europe 350 Index, 5Green Haven Continuous Commodity Index, 6iBoxx High Yield Corporate Bond Fund, 7JP Morgan Emerging Markets Bond Fund, 8PowerShares DB US Dollar Index, 9iBoxx Investment Grade Corporate Bond Fund, 10PowerShares DB Oil, 11iShares Barclays 20+ Year Treasury Bond

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