Is the Federal Reserve’s exit from the bond markets imminent? With bond prices falling and stock prices climbing is the great rotation out of bonds into stocks about to begin? What difference does asset allocation make in highly correlated markets? Those are some of the questions Consuelo will ask Barbara Reinhard, Chief Investment Strategist for Credit Suisse Private Banking Americas, whom Consuelo has identified as a next generation Financial Thought Leader. She is also sharing three recent “Viewpoints” Asset Allocation & Investment Strategy reports with us.
Viewpoints: The Great Rotation or Great Frustration? [pdf]
Viewpoints: The Long Tentacles of Quantitative Easing [pdf]
Viewpoints: Don’t Put All Your Eggs in One Basket? [pdf]