The beginning of the year is a good time to review expected returns of the various asset classes. Research Affiliates (RA) publishes their 10-year expected returns READ MORE
Doubleline Round Table: Market Outlook
On January 10, DoubleLine Capital had a panel of some highly regarded investment strategists discuss their 2022 market outlooks. 56 minutes. https://www.youtube.com/watch?v=sgvIEPd7M8E
On the panel were:
- Jeffrey Sherman, Deputy Chief Investment Officer of DoubleLine Capital;
- James Bianco, President and Macro Strategist at Bianco Research;
- Danielle DiMartino Booth, CEO and Chief Strategist of Quill Intelligence;
- Jeffrey Gundlach, Founder and CEO of DoubleLine Capital;
- Ed Hyman, Chairman and Head of Research of Evercore ISI;
- David Rosenberg, President, Chief Economist and Strategist of Rosenberg Research & Associates.
During the discussion, there are some references to S&P 500 earnings, Price/Earnings ratios, and 10 year US Treasury rates. This website has graphs of the historical data. See the tabs at the top. https://www.multpl.com/
If you have any questions or comments, please contact me.
Robert G. Kahl
CFA, CPA, MBA
Financial Markets Commentary 4/2/2020
Dealing with COVID-19
Governments and health professionals around the world are learning to deal with COVID-19 in rapid fashion. To read more, click on the text in red. Blog 2020-4-2 Financial Market Commentary