global equities

Conditional Expected Returns

By Marcelo Perez|2019-10-23T15:11:54-04:00October 4th, 2015|Alhambra Portfolios, Bonds, Economy, Markets, Stocks|

The following table presents the probability of 4 possible paths for the economy and our macro research partners expected return for major asset classes in each scenario. The weighted average of all scenarios is presented in the last column. Click here to sign up for our free weekly e-newsletter. For information on Alhambra Investment Partners' money management services and [...]

What’s the Consensus Anyway?

By Marcelo Perez|2015-08-16T15:48:15-04:00August 16th, 2015|Economy, Markets|

Are we going to get the 10-20% pull back in stocks that, it seems, everyone in the investing world is calling for? Given the anxiety and market volatility surrounding the Chinese currency devaluation, one might have thought again that this was the week for the long awaited correction. Well, SPY closed at 207.95 on 8/7 and 209.42 on 8/14 a [...]

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