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Tactical Allocation Update | Sean Barron

The trust department recently updated our strategic asset allocation (for more detail on our asset management process, click here).

Equity returns of the major regions continue to differentiate from each other – with U.S. Equities up 9.6%, Developed ex-U.S. Equities up only 3.8% and Emerging Market Equities down 3.4%. Most developed markets continue to experience highly accommodative monetary policies. We continue to overweight asset classes leveraged to those economies displaying more normal cyclical economic patterns at the expense of those going through longer-term restructuring. Emerging Market Equities and Natural Resources had negative near term impacts due to Japan’s newfound monetary accommodations affecting competitiveness, although this should ultimately be a positive for the region. We do have some concerns about the rising debt levels in China and Brazil, but we remain overweight Emerging Markets due to longer term growth and attractive comparable valuation. We also continue to overweight higher income generating asset classes at the expense of lower generating asset classes supported by the high liquidity and low short term rates of central banks globally.

On April 2nd, we eliminated most of our gold position. This is based on the belief that the market and growth environment have normalized sufficiently such that the tactical allocation to Gold was no longer needed.

All of these changes are specific to the risk level of the client and their personal asset allocation target. None of this information should be construed as individual advice. Please call us at 907-0323 or email if you wish to discuss management of your account with our portfolio manager.

There reports are issued on a regular basis. Click here to read Sean’s update in February.

Sean Barron

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