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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
January 2012
- Gorillas in the Midst of a Stronger Dollar (page 4)
- A Wish List for Europe (Page 5)
- The Place to Go for Yield (page 6)
- Loosening Up Global Monetary Policy (page 7)
- Steadily Seeking Opportunity in Munis (page 10)
- Hedge Funds: Five Themes for 2012 (page 11)
- Bull, Bear or Chicken? (page 12)
- 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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