Asset Allocation

Possible Outlier Outcome In Treasuries Coming Soon?

After watching some markets develop over the past week, we thought it warranted a few thoughts on a possible outlier outcome in Treasuries over the next several weeks. Since Treasuries made their respective highs in mid February, we held an intermediate-term outlook that yields could drift higher through the spring, before exogenous market pressures again arose pushing participants back into …

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7 Reasons For The Increase In Portfolio Equity Allocations

Investors may not like it, but they do own more stocks. The average investor equity allocation is now back to where it was around the 2007 market peak. This has some people worried that things are getting frothy once again. Maybe they are, but there are some legitimate reasons for the increase in equity allocations by households. Here are 7 of them:

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