At this year’s Investment Strategy Conference, we explained the increasing risks we see facing the stock market as valuations push into record territory, what this implies for future expected returns in various asset classes, our view on monetary and fiscal policy in relationship to the business cycle, and why we are slowly reducing risk by shifting away from equities.
For any of you that were unable to join us, the audio and slides for each part are located below. If you have any questions about the material, our investment outlook, or would like to find out more information, feel free to contact us at (858) 487-3939 or by sending an email to support[at]financialsense[dot]com.
