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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
     
    Guide to the Markets - Monthly Update
     
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    "On the Bench Appendix"
     
 
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Equities

Though the S&P 500 has recovered from its 2009 lows, durable economic growth, attractive valuations in select sectors, and unprecedented levels of corporate cash suggest that investors should hone their focus on U.S. equities.

Economic Expansions and Recessions
The economy is poised for continued growth
 
  • Despite a slow start to the year—largely stemming from bad weather—the U.S. economy grew impressively in 2014, and is expected to continue to expand at a moderate pace in 2015.
  • This expansion should drive steady earnings growth, as companies benefit from increasing consumer and investment spending.
  • Though profit margins may tighten, they remain quite high among U.S. firms and are unlikely to collapse.
Discussion Slides
Economic Growth and the Composition of GDP
Corporate Profits and Leverage
Stock Valuation Measures: S&P 500 Index

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