asset class – MD Update

Investment Markets: Problem? or Opportunity?

June 1, 2022June 22, 2022 Scott Neal 9% year-to-date, aggregate U.S. Bond market, allocation, asset, asset allocation, asset class, basket of security, bond, bond loss, bond market, cash, cash remains, chief risk, correction territory, drawdowns, entire portfolio, ETFs, federal reserve policy, hold security, image001 image002, inflation, interest rate, investment, investment market, investment protocol, investor, longer-term bond, market cycle, market turn, market-like return, momentum, momentum growth strategy, near-zero interest rate policy, portfolio, portfolio objective, portfolio performance, prescribed allocation, preservation, price of the bond, rate of longer-term bond, reduce volatility, reduce volatility of the entire portfolio, risk tolerance, S&P 500, Scott Neal, specific rate of interest, stock, strategy, tenet of traditional asset allocation, tolerance, towel, traditional asset allocation, traditional asset class, traditional stock, treasury inflation, U.S. Bond, U.S. Bond market, uncertainty of the situation, upside volatility, usual asset class, volatility, wealth, wealth preservation, wealth preservation strategy

The current economy, marked by the combination of high and rising inflation, low unemployment, and the near-zero interest rate policy

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A Mid-Year Assessment

June 1, 2013March 28, 2017 Scott Neal ►, 10, 10 year treasury, 15.1% year, advisor, allocation, assessment, asset, asset allocation, asset class, Barclays 10 year treasury index, bet, current investment, endogenous risk, expectation of return, forecast, forecast of sort, historical data, interest rate yield rise, investment, investment strategy selection, investor, long run average, middle of huge structural change, optimal portfolio, outsized return, outsized return of the U.S. stock market, policy risk, portfolio, portfolio optimization, price of bond, run average, S&P, Scott Neal, short term volatility, static asset allocation, strategy, structural change, subjective view of the structural change, term question, term volatility, traditional analysis, traditional analyst, traditional portfolio theory, treasury index, unit of risk, volatility, wide band of short term volatility, wrong most, wrong most of the time

Some of you may look at the outsized returns of the U.S. Stock Market for 2013 (S&P is up 15.1%

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