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Strategies & Market Trends : Currencies and the Global Capital Markets

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To: re3 who wrote (1557)	5/15/1999 5:41:00 PM
From: Henry Volquardsen	Read Replies (1) of 3536

ok that puts them in the retired category. And this obviously implies a more cautiously managed portfolio, more long term oriented than trading oriented. My personal thinking on this type of portfolio is that a gradualist approach is more appropriate and that fixed income, particularly with the current real rates of return, is an important component. I believe inflation pressures will be self correcting over time so that a back up in long rates to plus/minus 6% will provide good value. So I would gradualy lengthen the duration on their fixed income component. This is a good spot to start but I wouldn't put everything in yet. Keep in mind my own bond trading is much more short term oriented so the above are personal opinions not a professional analysis. Henry

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