This week, CEO Eric Boyce, CFA discusses: 1. shift in equity and bond allocations in light of higher interest rates 2. The great opportunity in bonds when rates migrate down 3. Changes in the yield curve over time 4. Equity drawdowns of 10% are not infrequent - some historical data 5. sticky components of inflation - wages and rents - in downward trend 6. some positive economic data points of note
top of page
bottom of page
留言