Familiar readers are aware that we use point-and-figure methodology as a technical complement to our extensive fundamental analysis. For a brief discussion of how it works, you may watch a video blog on the subject here. For more details, read on.
Read MoreLet’s say you have portfolio that invests in four asset classes: stocks, bonds, cash, and alternatives. The goal of the portfolio is simply to outperform the broad, global equity market (MSCI All Country World Index) over a multiple year time frame.
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The story of 2014, and so far in 2015, is that yields have continued to fall contrary to most economists’ expectations. This matters to equity investors because the appropriate asset allocation in a falling yield environment is much different than the best allocation in a rising yield environment.
Read MoreAn unconventional way of looking at valuations is to place companies into different ”buckets” based on their absolutely valuation level.
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