State of the Financial Markets - December 2014

Posted by Team HFM on December 08, 2014

The video below is a recap of HFM's recent lunch seminar on the state of the financial markets. In case you missed it, now's your chance to listen and watch.

A summary of the topics discussed is below:

•We continue to favor stocks over bonds
•An equity pullback like October’s is normal
•We are adding to international exposure
•Inflation is not a current issue
•Equity valuations are not overly expensive
•Equity bull markets tend to end with recessions – no recession is in sight
•Bond yields are low
•Bond portfolios are positioned to maintain income
•Bonds are providing price stability to the portfolios
•Using alternative asset classes to diversify and increase income