The Anti-Forecast

Wednesday, November 29th, 2017   Categories: , ,

Current conditions trump medium-term outlooks

Investors don’t need to read the outlooks for 2018 to know that they are not being adequately rewarded for holding supposedly safe assets like US Treasuries. They are effectively forced into US and international equities, because the returns generated by traditional fixed income or alternative assets are unattractive in risk-adjusted terms.

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