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Portfolio Discussions

Use select charts from the Guide to the Markets to engage in portfolio discussions.

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    Guide to the Markets
     
    "On the Bench Appendix"
     
 
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The U.S. economy

Since March 2009, the stock market has doubled while fund flows overwhelmingly favored bonds over equities. This is why it is important to maintain perspective. Despite headwinds and negative headlines, the economy and equity markets have continued to recover.

Economic Expansions and Recessions
Sentiment as a contra-indicator
 
  • History suggests that investors, driven by emotions like fear and greed, often do the wrong thing at the wrong time.
  • Investors have generally been rewarded for investing in capital markets during periods of uncertainty - just as they have been penalized for complacency at the culmination of long rallies.
  • Investors may be wise to consider rebalancing their portfolios after extreme market swings.
Discussion Slides
Economic Growth and the Composition of GDP
Cyclical Sectors
Consumer Confidence and the Stock Market

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