C tant Contact
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Dear
Reader,
We are providing
expanded coverage of the Schwab IMPACT conference, which concluded
today in Boston. Below are summaries and highlights from the
two of the keynote presentations and four of the sessions on the
investment track.
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 Greg Valliere: The U.S.
Political Outlook
Three questions
dominate the political landscape, according to Greg Valliere, and the
big one is what will happen to the Bush tax cuts. Valliere is
the chief political strategist at the Potomac Research Group.
Despite significant challenges, Valliere said the fundamentals in
Washington are "better than they have been in several
years."
Greg Valliere: The U.S.
Political Outlook
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BlackRock's Rieder: The US
Faces a Structural Dilemma
The U.S. economy
faces a structural dilemma with high unemployment that cannot be
addressed with conventional policy measures, according to Rick
Rieder. Rieder is the CIO of Fixed Income for BlackRock.
The 'bond bubble' will not burst, he said, and the high-yield market
now offers attractive yields.
BlackRock's
Rieder: The US Faces a Structural Dilemma
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Cliff Asness: Understanding
Managed Futures
In a portfolio
with equities and fixed income, managed futures offer strong
diversification value and high returns, according to Cliff
Asness. Asness is the founder and Managing Principal of AQR
Capital Management, a provider of managed futures products.
Cliff
Asness: Understanding Managed Futures
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Asset Allocation in an
Uncertain Economy
Advisors should
not bet on whether the recession will be L-, V-, or W-shaped.
Instead, Rob Albahary said they should use strategic asset allocation
and overweight or underweight those asset classes that have
historically done well at certain points in the economic cycle.
Albahary is the CIO of Convergent Wealth Advisors, a Washington,
DC-based wealth manager.
Asset
Allocation in an Uncertain Economy
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Four Critical Investment
Themes for the Next Decade
Four investment
themes will dominate market behavior over the next decade, according
to Martin Murenbeeld, the chief economist at DundeeWealth Economics,
a Canadian investment manager and financial advisor. Investors,
he said, would be wise to overweight gold and other commodities.
Four
Critical Investment Themes for the Next Decade
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