Asset Allocation changes – 2/25/19

Hi,

Here is the summary of the changes to our portfolios from this morning’s meeting:

Reduce EAFE

  • Europe’s growth is slowing especially Germany’s
  • Country specific issues – Brexix and Italy
  • Concerns on trade – autos

Extend duration on bonds

  • Federal Reserve on hold after 9 rate increases
  • Inflation in check
  • Near end of cycle

Increase allocation to Emerging Market stocks

  • China enacting some stimulus
  • China taken steps to shore up banking system and confidence
  • External debts OK

Increase allocation to US stocks

  • Improved valuations
  • US consumption source of global demand
  • Expect any slowdown to be relatively mild

Here are the slides from this morning’s discussion: 022519 allocation changes RM