Lincluden Works With:
- institutional clients including pension funds, foundations and endowments
- mutual fund investors
- private clients
balanced fund quarterly reportThe "Great Recession" has ended as economic growth turned positive in the latter half of 2009. The magnitude and speed of the recovery in financial markets from the lows experienced in March was a dramatic surprise, which caught many investors on the sidelines waiting for a pullback... |
balanced fundFor long-term investors who seek a rate of return that exceeds the inflation rate and want to limit downside risk in declining market environments. |
market commentaryA minor change to restore the targeted asset mix in unconstrained balanced portfolios to a neutral equity target of 60% from 61% was the only change in the quarter. The 1% reduction in equities was allocated to bonds instead of cash as we find short-term interest rates uninspiring... |
