Eye on the Market: The Verdict
Expected returns and correlations of asset classes.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
For the first time in 20 years, markets will have to survive without support from central banks.
Like summers, economic expansions do not last forever. The US recovery is now the second longest on record. There is nothing to suggest it will end in the near future, so the broad prognosis for risk assets remains good. But we know that—like weather fore
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Full 62-page report with analysis of all asset classes.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Michael looks at the midterms: GOP gains in the Senate, an historic loss in the House given economic and market conditions, and what it means for investors.