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Jim Masturzo - Tactical Asset Allocation (S3E4)

Flirting with Models

CHAPTER

Capital Market Expectations

Gess hive has been doing the capital market expectations for quite some time now. Have there been any really interesting results that have come out of developing those? Yes, we started publishing our capital market expectations webside and 20 14. And what do you see from this traditional model? And i don't know if this is a surprise any more, is that domestic and us? I guess i should say us. Stocks and bonds have been expensive for most of that time on accically adjusted p ratio perspective,. We've been saying that for a long time. Hasn't always played out very well. Over the last ten years and we admit that.

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