In this edition, we discuss the U.S. economic recovery in light of global events, Fed stimulus and U.S. politics. We present evidence that the Fed's plan to taper and the subsequent rise in interest rates does not preordain weak future equity returns. This discussion is followed by a review of our portfolio positioning based on current economic and market factors.
In this edition, we discuss key portfolio risks that all investors should avoid, what's attractive in today's market environment, and how recent decisions in Washington are impacting our portfolio investments and our global outlook.
We review the options available to investors seeking income in a low yield environment and analyze the expected behavior of these investments in various market scenarios.
In this edition, we discuss our investment strategies and portfolio positioning. We also explore how a normalization of interest rates may impact the value of investment assets and home prices.
A discussion of how a loss of confidence is driving down prices and creating opportunities for fundamental investors.
A brief overview of the various asset classes held in our portfolios and our reasoning for holding each, in light of the current economic and market environment.
A new holding that helps to reduce the risk of rising rates in our bond portfolio, our latest research into the municipal bond market, and how we are positioning the portfolio for 2011 and beyond.
Two key drivers of future returns currently point to higher equity returns and lower bond returns over the next ten years. Also, a brief review of our take on other asset classes and resultant changes to our portfolios.
An update on our current portfolio positioning, comments on overcoming the behavioral pitfalls of investing, and how we are addressing the risk of future inflation.
An overview of our outlook on the market, an example of our research in action, and a brief lesson in the math of market performance.
A look at investment opportunities presented by the recent financial turmoil.
Casting light on the recent financial turmoil from a historical perspective.