This paper provides Fidelity International's outlook for global equities, bonds, and alternatives. The authors believe that the bull market is still intact but is now in its last phase. Solid global growth and robust earnings growth are supporting stocks. However, pockets of rich valuations are becoming a concern in a range of asset classes.
news and blogs
Tenure Voting in Silicon Valley: The Long-Term Stock Exchange Is Worth a Shot (Bloomberg)
17 Oct 2017
Fossil fuel-free fund challenges perceptions about divestment with 16% annualized return
17 Oct 2017
top posts
small talk
Willis Towers Watson paper on the illiquidity risk premium - a useful tool in a low return world https://www.savvyinvestor.net/node/908317
Welcome to "Alternative Asset Classes". Please use this small talk section for brief (140 character) comments relating to alternatives.
