The Losey Carleton Group
Information is an important factor within the financial markets. But if not properly interpreted, it can be misleading or useless. We can help translate business activity and market trends into useful knowledge that you can act on. These reports reflect our most current perspective on the equity and fixed income markets.
Trend & cycle: The long view
As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.
As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.
The stock market faces more crosscurrents than usual, while the bond market could deliver strong returns.
2024 may be the year when fiscal and structural reform efforts enjoy the greatest impetus.
Japan still stands out as an attractive equity market, and in fixed income we prefer investment-grade corporates.
If anything you have read here spurs a question or investment idea, please contact us anytime. We're happy to discuss any of these topics with you.
