Cautious optimism on equities

By Monika RosenFebruary 2002 (Magazine)

We have a long-term, strategic asset allocation that stands at 3% cash, 57% bonds and 40% equities. Our current allocation differs only slightly from this long-term view, containing 43% equities, 56% bonds and 1% cash. The fourth quarter of 2001 was marked not only by the aftershock of the 11 ...