Below are links to media articles that discuss asset allocation. We have categorized the links into distinct groups. Asset Class Specific articles cover information specific to a single asset class such as emerging markets, inflation protected securities or US small cap stocks. Financial Planner articles are straightforward pieces written to explain how asset allocation impacts the typical investor. The Industry category details calls by investment experts on asset allocations and their predictions. Market timing groups specific calls by industry experts; see how well their predictions hold up! Pensions are a major user of asset allocation strategies and their changes are detailed here. Retirement Funds change their allocations based on the date of retirement for an investor. Sovereign Wealth Funds are becoming a more prominent investor of asset allocation strategies. Universities have traditionally been at the forefront of asset allocation products and services.
Asset Class Specific
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- Apr 26, 2010 Small-Cap Advantage in U.S. Stocks Likely to Last
- Apr 1, 2010 Bill Gross Investment Outlook April 2010
- Mar 31, 2010 Corporate Bonds Extend Longest Streak Since 2004: Credit Markets
- Mar 31, 2010 Lowest Emerging-Market Bond Yields Spur Record Sales
- Mar 25, 2010 Bill Gross, ‘the almost three-decade bond market rally may be drawing to a close’
- Mar 20, 2010 Is It Safe to Buy Europe?
- Mar 17, 2010 U.S. Yield Curve Touches Lowest in Almost Two Weeks on Prices
- Feb 17, 2010 Higher Inflation Is a Lousy Cure for Meltdowns
- Feb 1, 2010 Sovereign Credit Risk Is the Risk Factor Du Jour
- Dec 31, 2009 Gold Beats All in Decade of ‘Fear and Greed’
- Dec 16, 2009 European Investors Cut Cash to Four-Year Low, BofA Survey Shows
- Dec 1, 2009 Anything but .01%
- Nov 13, 2009 Small Caps Jump to Most Expensive Level Since 1996
- Nov 2, 2009 Buy Emerging-Market Bonds on Sustained Fund Inflows
- Oct 26, 2009 Junk Bond Rally Signals Stock Gains as Assets Diverge
- Oct 1, 2009 Gold Tells You U.S. Bubble Hasn’t Popped Yet
- Aug 14, 2009 Sugar May Advance 80% on Supply Crunch, Coleman Says
- Jul 20, 2009 Pimco’s Gross Reduces Mortgage Holdings, Adds to Cash
- Jul 8, 2009 Buy Asian Stocks as Markets Dip, Credit Suisse Says
- Jul 3, 2009 Fortis Recommends Emerging-Market Stocks Over European Equities
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Financial Planners
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Industry
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- Mar 17, 2010 Buy Real Estate as Inflation Hedge, Aberdeen Says
- Mar 12, 2010 State Street’s Lacaille Favors Equities Over Bonds: Video
- Feb 26, 2010 Grantham’s ‘Horrifically Early’ Calls Challenge GMO
- Feb 19, 2010 Stocks Face ‘Ice Age’ Drop as Indicators Peak: Chart of the Day
- Jan 6, 2010 Bogle Urges Caution in 2010, Likes Stocks Over Bonds
- Nov 30, 2009 UBS’s Hatheway Sees High-Yield Bond, Stock Gains in 2010
- Nov 30, 2009 Wealthy Investors Plan to Buy More Real Estate, Barclays Says
- Nov 12, 2009 Barclays’s Gurwitz Recommends Commodity Currencies
- Nov 5, 2009 Emerging Market Corporate Bonds Top Sovereigns, Ashmore Says
- Oct 27, 2009 Amato Sees Increasing Investor Willingness to Buy Stocks
- Oct 20, 2009 Sell Stocks as ‘Great Recovery’ Ends, Kempen’s Dijkstra Says
- Oct 14, 2009 Copper to Advance Through 2012, Morgan Stanley Says
- Oct 13, 2009 Stock Rally ‘Way Ahead’ of Economy, Achleitner Says
- Sep 30, 2009 Mobius Says Templeton Investing in Global Energy Stocks
- Sep 24, 2009 Hochberg Says Credit Suisse `Overweight’ German Equities
- Aug 19, 2009 HSBC’s Cookson Says He’s `Extremely Wary About Equities’
- Aug 5, 2009 Fidelity’s Greetham Sees `Tremendous’ Earnings Recovery:
- Jul 27, 2009 Grantham Says U.S. ‘Blue Chips’ Are Cheapest Stocks
- Jul 1, 2009 Stock Rally May Fizzle With Economy, Legg Mason’s Bleiberg Says
- Jun 30, 2009 Bleiberg Favors Bonds Over Stocks, Likes Corporate Debt
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Market Timing
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Pensions
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- Mar 22, 2010 Some pension funds are rethinking the arcane process of asset allocation
- Mar 19, 2010 An Alternative to ‘Alternative’ Assets
- Feb 25, 2010 Hedge Funds Lure More Cash From Pensions as Gap Looms
- Jan 5, 2010 New York Pension Invests $300 Million in Hedge Funds
- Dec 21, 2009 Honda Pension Fund Cuts Japan Assets as Investment Category
- Dec 3, 2009 Pensions Eliminating Stocks Add $40 Billion to Corporate Bonds
- Nov 19, 2009 Indonesia Pension Fund, Manulife Plan to Buy Stocks
- Nov 16, 2009 New York State Pension Returns 18% During Six Months
- Nov 12, 2009 Calpers Cuts Some AllianceBernstein, Pimco Bonds
- Aug 17, 2009 Pension Funds Pare Stocks, Ignoring Economic Rebound
- Aug 5, 2009 Massachusetts Cuts Hedge Funds After Pension Loss
- Jul 21, 2009 Calpers Lost 23.4% in 2008, Worst One-Year Decline
- Jul 1, 2009 Atwood Says Illinois Cuts Stake in Active Managed Funds
- Jun 30, 2009 Korean Pension Fund Cuts 2009 Stocks Weighting Target
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Retirement Funds
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Sovereign Wealth Funds
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Universities
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- Mar 19, 2010 Yale Cuts Hedge Funds to Hold More Private Equity, Real Assets
- Dec 18, 2009 Harvard Swaps Are So Toxic Even Summers Wont Explain
- Nov 19, 2009 Tufts Says Wealthy College Endowments Should Take Less Risk
- Nov 2, 2009 NYU Beats Harvard by Boosting Bonds, Cutting Stocks
- Sep 22, 2009 Yale’s Investments Fall 24.6% on Buyouts, Energy
- Sep 10, 2009 Harvard Investments Lose 27.3%, Less Than Forecast
- Sep 1, 2009 Pimco Plots Asset Strategy to Mimic Yale Without Cash Strain
- Aug 24, 2009 Harvard’s Mendillo Increases Cash, Sees Diminished Fund Returns
- Jul 9, 2009 University of Virginia Adds Private Equity to Meet Commitments
- Sep 3, 2008 Harvard’s Endowment Offers An Education in Asset Allocation
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