In the June 2016 issue of our monthly flagship publication, we feature:
- On the Record by Chief Investment Officer Tony Roth, Moving on.
- In Focus by Cam Albright and Shubhro Banerjee, Reinventing our investment framework.
- Investment positioning, major themes, and asset class positioning updates.
Chief Investment Officer Tony Roth moves away from pondering why the markets are still stuck in neutral and provides our perspective on two factors that could get markets moving again— the still-important concept of diversification and some positive signs of economic improvement.
This issue’s In Focus takes a look at our new investment framework and the adoption of our Strategic Asset Allocations (SAA) from our Capital Markets Forecast.
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