Ask our strategists a question
What is your outlook on REIT funds?
Thanks for you great question. We highlighted REITS as one of our asset class picks for 2014 in our recent annual forecast. With interest rates moving higher, Global REITs had a tough year in 2013. But REITs are not as interest sensitive as many think and commercial real estate earnings should improve with the economy in 2014.
I recently sold some real estate I inherited and have close to $100k to invest...but cannot afford to lose this money.
It is important to be prudent investing your $100k inheritance. There are many factors and questions you must answer first categorized as "Investment Objective" and "Risk Tolerance". This is best handled by your personal financial advisor. I hope that helps.
Are you still advising 10 different sleeves?
Yes, we still advocate 10 sleeves for our model portfolio. I believe in broad global diversification with tactical asset allocation. I have attached two links. The first is our Global Perspectives book and the model can be found on page 4. I have also included our latest monthly that is just out today. The moderate model is now available in a mutual fund ticker (AIPVX) and we also have our model in 4 styles (income, global conservative, global moderate, global aggressive) in ETF version SMA. The Income adds senior loan to the fixed income mix. Please consult the prospectus before purchasing.