Webcast – What Is The MRB Stylized Investment Cycle Telling Us? (10min:55sec) – November 15, 2017
Webcasts, Webinars & Roundtables ·
In this week’s Webcast, Phillip Colmar and Santiago Espinosa provide MRB’s key takeaways from our four-part theme report on the MRB Stylized Investment Cycle.
Today’s report provides our 12 favorite U.S. sector/industry sub-group charts. We also discuss their implications.
Theme – Stylized Investment Cycle (Part II): Asset Class Positioning – October 25, 2017
Absolute Return · · Asset Allocation · Economics & Policy · Equities · Fixed Income · Themes ·
This is the second MRB Theme Report in a multi-part series updating the MRB Stylized Investment Cycle, which is one of our most popular thematic frameworks. Part I outlined our framework and where financial markets currently are within the investment cycle.