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Recession Fears: What's an investor to do?

Recession Fears: What's an investor to do?

Ratings: (0)|Views: 727|Likes:
Pacifica Partners' "Investment Compass" quarterly investment commentary for fall 2011

In This Issue:

Interest Rates: Interest
rates are at generational lows
as central banks try to create
an environment conducive to
growth.
Recession: A moderate
recession appears to be priced
into the market.
Valuations: Current valua-
tions of stocks are pricing in a
slowing economy.
Bonds: Are overbought by
most measures and only an
economic worst case scenario
would make them attractive at
these levels.
Pacifica Partners' "Investment Compass" quarterly investment commentary for fall 2011

In This Issue:

Interest Rates: Interest
rates are at generational lows
as central banks try to create
an environment conducive to
growth.
Recession: A moderate
recession appears to be priced
into the market.
Valuations: Current valua-
tions of stocks are pricing in a
slowing economy.
Bonds: Are overbought by
most measures and only an
economic worst case scenario
would make them attractive at
these levels.

More info:

Published by: Pacifica Partners Capital Management on Oct 23, 2011
Copyright:Traditional Copyright: All rights reserved

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10/24/2011

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