In Focus

In Focus

  • Of Special Interest

    Initiating Coverage Of Nuclear Power Thematic Group

    February 05, 2008 BY Eric Bjorgen

    “Of Special Interest” highlights an upcoming study which will introduce our new Nuclear Power thematic group. The study will present both Domestic and Global alternatives for playing this theme.

     

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  • Of Special Interest

    Exploiting Generational Anomalies In Stock vs. Bond Returns

    June 01, 2009 BY Eric Bjorgen

    There are two important conclusions about the historical relationship of stock vs. bond returns:

    1. The current stocks vs. bonds performance differential, over both very short and very long time periods, is at or near historical extremes in every timeframe we examined. This suggests that we are at the threshold of a major (but temporary) market anomaly.
    2. Historically, periods when bonds have outperformed stocks over very long timeframes have proven to be very opportune times to shift out of fixed income assets and into equities.

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