{"id":1418,"date":"2018-09-27T22:00:58","date_gmt":"2018-09-28T02:00:58","guid":{"rendered":"http:\/\/laplaceinsights.com\/?p=1418"},"modified":"2019-04-03T19:27:21","modified_gmt":"2019-04-03T23:27:21","slug":"columbus-strategy-report-october-2018-edition","status":"publish","type":"post","link":"https:\/\/laplaceinsights.com\/fr\/columbus-strategy-report-october-2018-edition\/","title":{"rendered":"Columbus Strategy Report &#8211; October 2018 Edition"},"content":{"rendered":"<h2>An Emphasis on US Stocks<\/h2>\n<ul>\n<li>The Federal Reserve increased interest rates yesterday and signaled more hikes to come in December and at least 3 more next year on the basis of a strong economy.\u00a0 Since rates are still very low by historical standards, the Fed believes they can hike rates further while sustaining a very strong economy.<\/li>\n<li>Given this backdrop, Columbus is raising its allocation to US stocks to near maximum at the expense of a major cut in its allocation to real estate.<\/li>\n<li>Meanwhile, a rising US rate environment relative to the rest of the world bodes well for the dollar, so Columbus is maintaining a reasonable holding in the US Dollar bullish ETF.<\/li>\n<\/ul>\n<p>To learn more about the rationale for this month&#8217;s allocation decisions, I encourage you to <strong><a href=\"http:\/\/laplaceinsights.com\/fr\/mp-files\/2018-09-27_columbus_rebalance_report.pdf\/\" target=\"_blank\" rel=\"noopener noreferrer\">download the report<\/a><\/strong> and read the discussion in section 6.\u00a0 As always, section 3 of the report includes the detailed allocations for the upcoming month.<\/p>\n<p>Investing is all about risk management, a foundational element for growing client&#8217;s wealth in the long run. Although many uncertainties surrounding the market remain, these are now fading for the time being.\u00a0 As a result, Columbus is taking a more aggressive stance with an emphasis on stocks for the next month.\u00a0 Should this situation degrade in the near future, Columbus will revert back to a more prudent allocation. For now however, it is positioned to take full advantage of the growth in US stocks.<\/p>\n<p>Please don&#8217;t hesitate to contact us should you have any questions.<\/p>\n<p>Best regards,<\/p>\n<p>Laplace Insights Team<\/p>","protected":false},"excerpt":{"rendered":"<p>An Emphasis on US Stocks The Federal Reserve increased interest rates yesterday and signaled more hikes to come in December and at least 3 more next year on the basis of a strong economy.\u00a0 Since rates are still very low by historical standards, the Fed believes they can hike rates further while sustaining a very [&hellip;]<\/p>","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[12],"tags":[],"_links":{"self":[{"href":"https:\/\/laplaceinsights.com\/fr\/wp-json\/wp\/v2\/posts\/1418"}],"collection":[{"href":"https:\/\/laplaceinsights.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/laplaceinsights.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/laplaceinsights.com\/fr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/laplaceinsights.com\/fr\/wp-json\/wp\/v2\/comments?post=1418"}],"version-history":[{"count":3,"href":"https:\/\/laplaceinsights.com\/fr\/wp-json\/wp\/v2\/posts\/1418\/revisions"}],"predecessor-version":[{"id":2224,"href":"https:\/\/laplaceinsights.com\/fr\/wp-json\/wp\/v2\/posts\/1418\/revisions\/2224"}],"wp:attachment":[{"href":"https:\/\/laplaceinsights.com\/fr\/wp-json\/wp\/v2\/media?parent=1418"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/laplaceinsights.com\/fr\/wp-json\/wp\/v2\/categories?post=1418"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/laplaceinsights.com\/fr\/wp-json\/wp\/v2\/tags?post=1418"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}