Last month’s review of return correlations highlighted the challenge of finding strong diversification opportunities among the major asset classes for designing and managing portfolios. Does the landscape offer better choices if we expand the opportunity set by adding alternative strategies to the mix?
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US lays out plans for tariffs on 1,300 Chinese goods: CNBC
China vows to retaliate on US tariffs with “measures of equal intensity”: Reuters
Japan ponders upcoming meeting with Trump as trade-war risk rises: Reuters
Trump says he’ll send military to secure US-Mexico border: NY Times
Senior China diplomat offers support N. Korea-S.Korea-US summit: AP
Russia, Iran and Turkey meet to discuss Syria: Reuters
San Francisco Fed President named to lead NY Fed: Politico
Global mfg growth slows to five-month low in March: IHS Markit