Last week we got some good jobs numbers from the Bureau of Labor Statisitics which could be pointing to our first rate hike by the Federal Reserve in a number of years. With that said investors need to be reviewing their investments allocations as a number of asset classes are sensitive to rising rates while other investments will offer investors opportunities. Moving forward active management will be more valuable as the markets digest potential rate increases. In my view investment markets will be more tied to fundementals rather than the rising tide we have seen from the Federal Reserve.
For the complete press release:
http://www.bls.gov/news.release/empsit.nr0.htm