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PIMCO Asset Allocation Outlook 2018 | Late-Cycle Investing | PIMCO

September 2, 2018 Bilal 0

PIMCO Asset Allocation Outlook 2018 | Late-Cycle Investing | PIMCO https://ift.tt/2oDOgpT Executive Summary At this stage in the cycle, investors should consider inflation risk, market dispersion, recession risk and other key factors we discuss in our midyear update. We identify five opportunities for the near term as well as provide updated asset allocation views and positioning. Investment opportunities, from an asset allocation view, include shorter-maturity bonds, gold, and large cap equities. There are ample signs of change in the wind for investors. The Federal Reserve is raising short-term interest rates, and U.S. inflation is at target for the first time […]

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Credit Suisse Global Investment Returns Yearbook 2018

September 2, 2018 Bilal 0

Credit Suisse Publications https://ift.tt/2PtOkUe http://publications.credit-suisse.com/index.cfm/publikationen-shop/research-institute/credit-suisse-global-investment-returns-yearbook-2018-en/   For legal reasons, please specify which country you live in When a country is selected, a cookie is installed on your PC. This cookie will remain activated for 30 days. Local law or regulation may restrict the distribution of publications into certain jurisdictions. Publish via Credit Suisse Publikationen September 2, 2018 at 02:05PM https://ift.tt/2PtOkUe

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Valuation vs. Momentum Investing

August 31, 2018 Bilal 0

Bill Spitz (who is known to the readers of this blog for his prescient calls in the past, As Risk Increases, Spreads Widen ) has written another gem documenting the “manias” leading up to the current market. Students will learn something about about two strategies for investing: Valuation (long run) vs. Source: Valuation vs. Momentum Investing