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- On the Markets
Global Investment Committee
On the Markets
Inside you'll find the Global Investment Committee's (GIC) outlook on 28 regions, asset classes and currencies. The publication also features tactical asset-allocation recommendations and a table of model portfolios and includes commentary on alternative investments, such as hedge funds, private equity and real estate.
The Case for Portfolio Diversification Redux
February 2012
- From Lumps of Coal to Diamonds in the Rough (page 4)
- Europe's Surprising Start (Page 6)
- 10 Investment Ideas for 2012 (page 7)
- Looking for Direction in the Credit Markets (page 10)
- Muni Bonds Face Greater Supply (page 11)
- Q&A: Thoughts From a Veteran Bond Manager (page 12)
- Better Outlook for Housing Starts (page 14)
- Plus coverage of fixed income, emerging markets, commodities, real estate investment trusts and more.
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Meet the Global Investment Committee (PDF)
Read the GIC Monthly Summary (PDF)
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