MacroResearchBoard

An Update On MRB’s Roadmap – June 3, 2019

An Update On MRB’s Roadmap

Annually, we update our big-picture themes that form the foundation of our longer-term investment strategy. There were a number of recommendations that investors can utilize in the current backdrop, and many more that we expect will come into play in the coming years, particularly during and immediately after the next recession.

While the normal catalyst for a recession and sustained bear market in the global stock/bond ratio has been restrictive monetary policy, this cycle may end because of political decisions. Regardless, this research provides a much needed roadmap on how the investment backdrop is likely to evolve, critical in times of great uncertainty.