Asset Allocation
What They Say, What They Do: Maybe US Consumers Aren’t So Dour
While pollsters say their mood is sour, people still are spending more than before, JLL’s Severino says.
Price boosts of 3% or so would spur the economy and stocks, the Leuthold strategist argues.
Besides the celebrated money manager, few predict an upcoming era of falling prices, which a new ETF aims to buffer against.
Investors’ habit of bagging stocks during temporary slips could be going away, El-Erian warns.
Investors could see either a 1970s-style double-digit ripsnorter, a return to a more normal level, or something in between.
The firm’s Mike Wilson urges the use of a ‘barbell strategy’ to cushion the blow from a downturn—or higher rates.
What should the pace of reductions be? The slower, the better, says research sage Jim Woods.