Sentences with phrase «holding substantial allocations»

Given the new NIRP environment, investors may wish to look beyond a traditional 60/40 portfolio to a portfolio holding substantial allocations in non-U.S. equities, alternatives, and credit.

We still hold substantial allocations to both Portuguese bonds and Indian «masala» bonds, and we are concerned over the economic situation in Australia - the housing market is stretched and consumption is subdued.

Not exact matches

On HDFC Mid cap, the fund currently has substantial holdings in large caps, which in my opinion, is a breach of the asset allocation mandate of being in mid caps for a minimum of 75 %.

And second, if you include holdings which have been (re --RRB- allocated elsewhere in my portfolio, my overall Ireland allocation is still a substantial % of my entire portfolio & obviously remains a massively overweight bet when you consider the Irish economy's a merely fractional share of world GDP.