In Mammon Among Friends, Malcolm C. Harris, Sr. provides commentary and news about the national economy, the Wichita economy, the world of finance, and utility & postal economics. Experiences such as a utility commission staff manager, forecasting postal volumes and revenues, consulting on utility regulation, and teaching corporate finance have shaped his analysis.
Thursday, January 31, 2013
The Great Rotation Part I
In this January 31st FT video (5m 18sec), David Bowers,
global strategist at Absolute Strategy Research, discusses the main issue in asset allocation with Long
View columnist John Authers. Financial
panic has subsided into mere nervousness that a great rotation by
investors from bonds into equities could be imminent. Is the shift in monetary regime clear enough yet, and there is a danger of over-exposure to defensive equities or
'bond proxies.'
No comments:
Post a Comment