With no inflation, unlimited QE and the huge flatting of curves across the globe, the allocation towards bonds has been an enormous source of carry and capital appreciation.
The Plurality of CFA Institute members Survey Suggests Equities Have Recovered Too Quickly, Correction Likely Within 1-3 years
Optimism about the US economy has strengthened, with inflation an attendant concern. So how could this play out in the equity markets? Will Warren describes five of the key areas he is observing for long and short opportunities.