Additionally, the funds are sector neutral, so what you see is that the biggest determinant of the returns in the fund is going to be the theme that we are trying to emphasize, whether it be small securities, cheap securities, or high-quality securities.

FORBES: 7 Market-Neutral ETFs

Weight your portfolio towards high-quality fixed-income securities and focus your Canadian stock list on banks, utilities, and leading telecoms such as BCE Inc. ( BCE), which just raised its dividend by 5%.

FORBES: "W" Not Happening

Perhaps the most striking characteristics of today's agreement - which amends a draft first published in 2010 - is that banks will be allowed to include corporate bonds, some shares and high-quality residential mortgage backed securities in their permitted stocks of liquid assets.

BBC: Banks agree minimum liquidity rules

Joslin is tapping on the brakes, going for a riskless deflation hedge in the form of U.S. Treasury securities and high-quality corporate bonds.

FORBES: StreetTalk

Mr. Gross has shifted gears in recent months by buying Treasury bonds, mortgage-backed securities and some other high-quality bonds, essentially a bet the Federal Reserve's monetary stimulus will keep yields low.

WSJ: Pimco Fund Set for First Annual Outflow

Mr. Gross's portfolio has been heavily concentrated on high-quality U.S. assets this year, led by mortgage-backed securities and Treasury bonds.

WSJ: Pimco Bond King Bill Gross Regains Investor Favor