ARIS 4Q 2019 Quarterly Market Outlook
ARIS describes key themes in the current global economic and market environment
ARIS Insights: The Best Asset Class
What will be the best performing asset class over the next 3-5 years? This question is difficult to answer for two reasons: (1) asset class performance is primarily driven by the economic environment and (2) changes to the economic environment are challenging to predict. Despite these facts, most portfolios remain dangerously concentrated.