Tom Kasperski

Bonds, Large Caps to Outperform from Here?

I think Roger's assessment is pretty spot on, but given where we are in the cycle, we should start to see evidence of growth outperforming value too. That's a more interesting story given the dominance of value stocks over the past few years.

There has also been relative performance shift away from internationals, particularly emerging markets over the past five months. Again, I think this is more evidence that risk aversion strategies are in play.