Tag: equities
Bull markets come in all shapes and sizes. We analyze historical market cycles on criteria such as duration, magnitude, velocity, and source of return.
Expected equity returns are depressed due to high valuations. A significant bear market would move expected returns closer to historical norms.
Historically, fixed income has provided diversification to equities. What happens if the correlation of fixed income to equities inverts?
Anatomy of a Bull Market: Follow-Up
By Justin Sibears
On February 13, 2017