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Jonathan Golub, Chief U.S. Equity Strategist & Head of Quantitative Research, Credit Suisse

Alpha Exchange

CHAPTER

Market Cycles - What Have You Learned From Them?

In the late 1980s or earlier mid 1990s, you were in a period where you were way beyond the inflationary period of the 1970s. It was probably one of the most peaceful periods in human history and it was great for markets. In many ways, we were lulled into believing that that was normal. The result is that as much as this seems like there's one disturbance after another for the last 20 years,. This is probably closer to what history has looked like for people who have tried to invest capital.

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