1. Update of my investment outlook analysing the calls I got right and the ones that have not played out right. Japan, emerging market high grade debt have outperformed, while international treasuries outside the US stay overvalued. Investors still prefer equities over fixed income as a lesser of two evils. Most of the world outside the US and UK have moved into excessive easing, especially China. I have also presented a deeper analysis of the big elephant in the room - Fed Rate Hike Cycle and its impact on various asset classes.

    # vimeo.com/125678462 Uploaded 63 Plays 0 Comments
  2. Investment outlook for 2015. Macroeconomic conditions for the US, Europe and Asia and impact on different asset classes. Please get in touch with me if you would like to discuss more.

    # vimeo.com/118567554 Uploaded 85 Plays 0 Comments

Investment Outlook

samir rath

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Please get in touch with me at samir.rath@gmail.com or +1 312 985 7570

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