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Asset Allocation Report – 5/31/2011
[private]Expansion and the Second Leg of the Cyclical Equity Bull Market—
Intact But A Minefield of Risks
Still Strategically Bullish
But Periodic Corrections and Consolidations
- Decision Economics, Inc. (DE) macroeconomic top-down asset allocations remain characteristic of early- to mid-stage business expansion—the stage of the business cycle for most of the global economy, particularly the United States.
Macro Fundamentals Strategically Positive
- Looking forward, key U.S. and global macroeconomic fundamentals—
1) sustained and sustainable economic growth and expansion, 2) rising prices and inflation, 3) increased earnings and 4) relatively low but rising interest rates—suggest higher stock prices, on average, although with periodic corrections or consolidations. Less accommodative, or tighter, monetary policies, where the amount and timing will differ across countries, also are a characteristic.