Posts Tagged ‘balanced portfolio’

Low bond yields make for tough decisions

By Dan Hallett on December 26th, 2012

I have been involved in several client proposals and meetings over the past several weeks.  A common thread continues to emerge in most cases.  Since bonds are needed to limit total portfolio risk, they also limit potential total returns.  And...

A balanced portfolio’s expected returns

By Dan Hallett on June 11th, 2012

I recently provided the Globe & Mail’s Rob Carrick with my long-term expectations for investment returns and inflation over the next decade.   With the exception of a couple of outliers – one bull, one bear – I admit to...

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