A cycle like no other

DWS
Door september 10, 2019 15:37

A cycle like no other

The economy looks good now, the outlook less so. That's nothing new in this atypical cycle. Caution is warranted. 

What a good run markets are having! And why not? The labor markets in the U.S. and parts of Europe are extremely strong. So are corporate earnings, at least for now. Companies have solid balance sheets. Loan defaults remain rare. Oil is affordable. There's no risk of interest-rate hikes. And, U.S. President Donald Trump is always ready to talk to anyone – though quite a few people don't appreciate his well intended suggestions.1 What more could investors wish for? Well, a few things come to mind. That starts with an array of disturbing warning lights flashing in front of us. 

DWS
Door september 10, 2019 15:37

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What is the Optimal Number of Equity Managers? -> https://www.opiniopro.com/2020/02/pgim/what-is-the-optimal-number-of-equity-managers/ #managerselection #portfolioconstruction via @pgim

Crisis & Events S&P 500 Index -> https://www.opiniopro.com/2020/02/first-trust/crisis-events-sp-500-index/ #crisis #Equities #longterm via @ftportfolios

How to use iBonds like a pro -> https://www.opiniopro.com/2020/02/blackrock/how-to-use-ibonds-like-a-pro/ #AssetAllocation #CentralBanks #Fed #Fixedeincome via @blackrock

Slower for longer? -> https://www.opiniopro.com/2020/02/natixis/slower-for-longer/ #AssetAllocation #china #coronavirus #Equities #fixedincome via @NatixisIM @natixis

CTAs lead the pack on global risk appetite. what’s next? -> https://www.opiniopro.com/2020/02/lyxor/ctas-lead-the-pack-on-global-risk-appetite-whats-next/ #alternatives #cta #globalmacro #hedgefunds via @Lyxor

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