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Outlooks - March 2018

Perspectives - Q1 2018

Remember Optimism

By Bill Koehler, CFA

Byron Wien, a long time, well respected market strategist for The Blackstone Group recently said the current outlook for equities, among institutional investors, is marked by a surprising lack of optimism. Our sense is that many individual investors also share that mindset. Investor actions support this view. As they have over the last decade, investor cash flows to bonds are far outrunning flows to stocks, per data from the Investment Company Institute. Why are people allocating more money to bonds than stocks? Why the lack of optimism?

Download our Q1 Perspectives PDF to read more


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