Saturday, April 28, 2012

Robert Arnott's outlook for the markets

Robert Arnott, Research Affiliates chairman provides insight into the market's outlook and offers investment advice on how to trade in these markets. Arnott discusses his "3D Hurricane" thesis (debt, deficits, demographics) and talks about how US stocks and fixed income are generally unattractive. Rather he prefers EM equities and bonds. As a bonus, we also have an Amanda Drury sighting.

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