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Corporate Bonds And Stocks:
Which To Buy, And When? |
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Wednesday, November 26th, 2008
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Host Warren C.
Smith, BCA's Chief U.S. Strategist, along with Mark McClellan, Managing
Editor of our Global Fixed Income Strategy service, and Peter
Perkins, Global Strategist, provided clients with an update
on policy reflation efforts, and the timing on when to move into risk assets.
Our webcast addressed these issues and more: |
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From a valuation and business cycle perspective, which market should we favor: Corporate bonds or equities? |
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Within the corporate bond market, which industry sectors offer the most upside? Is it time to look in the junk pile? |
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Global equity themes: Which sectors and markets to own, and which to avoid? |
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