Stories we should be thinking about

Stories we should be thinking about

So we all know the rationale for equity investment currently: pick-up yield...

...the trouble is with a slow Fed taper over the next couple of years what happens to markets?  Certainly a bit trickier prospectively... (h/t for the below chart @jsblokland):

But what about current sentiment? Looking at the CNN fear and greed poll...very high versus history enthusiasm...

(h/t @callum_thomas)

And it is not as if that old issue of debt has gone away.  In fact to the contrary…

That’s why you need to know what you are investing in.  There’s pick-up yield / opportunity but also threats.  Here’s a few of them...i am sure you can think of a few more:

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