As part of the client quarterly portfolio review, GGM also presents its Investment Strategy. As a natural extension of the Market Insight, the Strategy piece provides GGM’s analysis of current and developing market conditions while also setting forth our broad guidelines for portfolio asset allocations. We also provide more specific information on domestic and international equity tactics as well as credit and duration adjustments for fixed income.
Since communication is central to the GGM management process, we believe it is important to inform our clients not only as to what we are thinking and doing, but also as to the rationale behind the actions implemented. GGM professionals are always available to discuss these strategies or answer any questions clients may have.
Below are our links to our most recent Investment Strategy pieces, and we invite you to read them. Investors are welcome to compare these published Strategy outlines with the concurrent Market Insight reports of subsequent market performance.
Email