Daily Archive: January 21, 2009

Jan 21

Credit Suisse International Fixed Interest or Credit Suisse Global Income

Just to sort out the differences which by their name alone doesn’t appear to be much… ·         Credit Suisse International Fixed Interest is a global bond fund and has been sold to Aberdeen…its quite a conservative fund that invests in very high rated fixed interest investments…on the other hand… ·         Credit Suisse Global Income is …

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pub-5731955080761916

Jan 21

Tactical Asset Allocation in the Defensive part of the portfolio

I received a call from an adviser earlier in the week who wanted my opinion in terms of increasing a client’s allocation to Colonial’s cash account and reducing the allocation to Colonial’s Diversified Fixed Interest fund. For 2008 these 2 funds returned around 6.5% and 0.1% and the adviser’s thoughts were that these returns suggested …

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pub-5731955080761916
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