Published Columns

Growth to Values & Alternatives

For the past ten years, with value lagging, our allocation approach has been geared more towards growth than income. We have taken a total return approach, especially when it comes to our income-dependent retirees. This year we have made significant adjustments to our strategy due to the regime change. Tech/growth took a back seat to the value play this past quarter, with value outperforming. Rising interest rates have been a major catalyst in the shift.

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