Richard Bernstein Advisors

VOLATILITY | December 2014

Continuing to deflate the global credit bubble

Richard Bernstein annually publishes a list of investment themes that he believes are critical for the coming year. Here we’ve highlighted some of the most important themes* for 2014:

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Richard Bernstein focuses on six trends that could set the global agenda in 2015. He remains bearish on credit-related asset classes and bullish on the diversification benefits of U.S. treasuries.

Here is a summary of his forecast:

  • More bubble trouble for credit-related asset classes
  • The ECB causes Europe to flounder
  • Japan grows market share
  • Treasuries for diversification (yes, still)
  • High-yield munis remain attractive
  • Cheap high beta can be found

This information was prepared by and has been reprinted with the permission of Richard Bernstein Advisors LLC. The views expressed herein are those of Richard Bernstein Advisors LLC. Information provided and views expressed are current only through the month stated on top of each page. The opinions herein are not necessarily those of the Eaton Vance organization and may change at any time without notice. The information contained herein has been provided for informational and illustrative purposes only and is not intended to be, nor should it be considered, investment advice or a recommendation to buy or sell any particular security. Investors should consult an investment professional prior to making any investment decision. While information is believed to be reliable, no assurance is being provided as to its accuracy or completeness.



At Eaton Vance, we value independent thinking.

In our experience, clients benefit from a range of distinctive, strongly argued perspectives.

That’s why we encourage our independent investment teams and strategist to share their views on pressing issues - even when they run counter to conventional wisdom or the opinions of other investment managers.

Timely Thinking. Timeless Values.

 

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