Portfolio watch: Tilting towards developed markets
US stock market could benefit from expansionary fiscal policy.
Add BT as a preferred sourceIN October 2016, Ivan invested S$40,000 in the Avallis Asian Market (AM) portfolio amidst major uncertainty in the financial markets prior to the US presidential election. A defensive portfolio was recommended; allocating 30 per cent into Asian equities and 70 per cent Asian bonds.
After the election, Ivan liquidated his remaining US and European equities and restructured his holdings into Avallis Portfolio Asset Management (PAM) strategy. He wanted to realign all his investments according to the risk level he was comfortable with.
The PAM series of portfolios seek to align clients' investment and financial planning objectives with their risk profile. Clients' objectives are achieved through investing in both equity and fixed income funds, and diversifying across regions, industries and sectors. The investments are intended as medium to long-term holdings.
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