Rothschild Wealth Management is concerned about complacency and somewhat befuddled about the potential for stimulus in the Eurozone given the economic indicators.
Rothschild: Significant risks in the Ukraine and Syria
In their September “Market Perspective” report, Rothschild observed that while the risks in the Ukraine and Syria are significant, they also expressed confidence “conflicts will be avoided.”
US equity markets are in a mid cycle phase, the report noted, as corporate profits “and eventually interest rates” are “more likely to rise than fall.” This said, the component to consider is how much of this is already priced into the market? The report noted that stocks are not cheap but look more of a value than they did at mid-year. Bonds, one key focus...
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