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AugustPer Stirling Capital Outlook – August 2016
It is said that nothing will increase the readership of an investment commentary more than putting a bear (or three) on the cover. However, this is not our intent, nor is it our intent to suggest some kind of imminent decline in asset prices. To the contrary, while there is certainly an array of bearish […]
Baby BoomersBank of Japanbearishbond marketsbullishChinacommoditiescorporate bondsdeflationdividendsdomestic equitiesearningsemerging marketsEuropean Central BankEuropean UnionexpansionFederal Reservefixed incomeGoldilocksinflationinterest ratesmonetary stimulusnegative yieldPE ratiosquantitative easingrecessionrecoveryretirementRussell 3000S&P 500sovereign bondsspeculative frothstimulussurprise indexvaluationzero percent interest