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Title

View from the top: Major macro factors affecting investors the next 25 years

Event Description

As major stock indices have trundled higher in 2017 we have monitored macro-drivers that surround what we call the "reflation vs. deflation" case. We are bullish "reflation trades" through spring 2018 (Financials, Energy, Materials, and Industrials) as part of an economic optimism topping out process for the post-2009  bull market. Those are short-term issues the next 2 years about which we have written. For this talk we will examine more closely our long-term work which concludes the following:

 
  1. The S&P 500 the next decade should remain 2,300 +/- 15% from 2016 to 2025 (much to the dismay of indexers),
  2. Commodities have reached a reflation vs. deflation "fork in the road" with implications for equity and fixed income,
  3. The fiscal situation may prompt the Fed to peg/cap the U.S. yield curve starting around 2030 (a repeat of 1942 to 1951), and
  4. De-globalization is real, and a new 30 year Cold War has begun, this time with an increasingly nationalistic China.​

Event Type

Educational

Education Topic

 

Start Time

10/18/2017 11:45 AM

End Time

10/18/2017 1:30 PM

City

Baltimore

State/Province

 

Event Country

 

Event Region

Americas

Location Info

T​he Center Club

100 Light Street
16th Floor, Harbor Room
Baltimore, MD 21202

Parking is not permitted in the Center Club lot.

Speaker

Barry Bannister, CFA

CE Credits

1

SER Credit

0

Currency

USD

Member Cost

$20

Non-Member Cost

$40

Candidate Price

$20

Registration

Click here to Register & Pay

All Day Event

 

Recurrence

 

Hosted By

 

Attachments

Content Type: MyCFA Calendar
Created at 9/22/2017 1:33 PM by info@baltimorecfasociety.org
Last modified at 9/22/2017 1:37 PM by info@baltimorecfasociety.org