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Jan 08 2016
Stock Market

Asset Allocation: No Upside In 2015

  • Jan 8, 2016

Hedge funds have shuttered by the dozen in the past few weeks, with the worst carnage among those focused on Emerging Markets and commodities. But the problem is broader.

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Performance Asset Allocation Total Returns

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About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager

Doug Ramsey Chief Investment Officer & Portfolio Manager

Doug is the Chief Investment Officer of The Leuthold Group, LLC, and Co-Portfolio Manager of the Leuthold Core Investment Fund and the Leuthold Global Fund.

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Inversion (5) Consumer Confidence (52) Expectations (4) Confidence Gap (1) Present Situation Index (6) Yield Curve (68) GDP Growth (6) EPS Growth (22) Momentum (174) Emerging Markets (91) Relative Performance (7) Valuation Spread (1) Valuations (314) Leadership Cycles (47) Small Caps (170) Annualized Total Return (24) Inflation (549) Retirement (1) Cost of Living (2) Housing (33)