Robert Burdett

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From Fund Selection 01 May 2005

By PWM Editor

“In the face of the market’s preoccupation with whether the US Federal Reserve is ahead of or behind the curve, we are looking through this current volatile period into the third and fourth quarters of the year, as this gives us confidence to proceed with an overweight equities view, although we will be watching geographic allocations more carefully in the near term. For now, no changes this month to funds or to asset allocation.”

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