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The latest MRB Wednesday Webcast, "It Takes Two To Tango" is now available. |
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In this week’s webcast, Peter Perkins discusses the outlook for capital markets and MRB’s asset allocation strategy.
Key conclusions include: |
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The tough trade rhetoric between the U.S. and China is unlikely to escalate into a major brake on global growth. But markets could remain on edge until some reconciliation emerges. |
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The moderation in global growth momentum will persist in the near term, representing a constraint on global equities and justifying our current neutral stance. |
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However, another upleg in the global stock/bond ratio should develop down the road, arguing against adopting a conservative cyclical portfolio posture. |
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This Webcast is a follow-up to last Friday’s Asset Allocation Strategy:
"Too Many Moving (i.e. Conflicting) Parts" April 6, 2018
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UPDATE: WEBSITE/WEBCAST: MRB’s overhaul of our website (www.mrbpartners.com) is now complete. This is part of our ongoing effort to improve our service. Today’s Webcast is fully accessible via our website from the link above. However, if you experience technical difficulties please email mrbpartners@mrbpartners.com.
Thank you for your patience! We hope you find the new site a much better experience! |
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Please note: MRB Wednesday Webcasts remain available after the initial release date, follow this link, www.mrbpartners.com to find our complete research archive.
To access the Webcast you will need to login to our website. Your username is your email address. If you have forgotten your password, click the “Reset Your Password” link located at the bottom of the login box. |
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