2015 TOP TRENDS! 2014 BIGGEST SURPRISES!

Dec 26, 2014

 

Click here for this week's charts.

 

 

The biggest surprises of 2014 have framed to the top trends for 2015: A shockingly strong equity market is ending the year with double digit total returns in the Dow and S&P while interest remains below 3% on the 30 year US Treasury. GDP hit a robust 5% during Q3 according to this week’s revision. Job growth and hot real estate markets surprised most forecasters as we review predictions for 2014. The strength in the US dollar corresponded to actual reports of deflation in the most recent CPI and PPI reports. Municipal bond gains were robust as interest rates generally fell on long maturity bonds.

---

 

FEATURE RESEARCH: GET AHEAD!

GET THE 2015 TAX FACTS QUICK REFERENCE GUIDE

---

 

*Oil Price Declines and Deflation:

ENERGY UPDATE: Energy: Pessimism Pervades, Negative Catalysts Nearing Exhaustion

null

---

 

*Low Interest Rates

 

---

 

*Aging Demographics/The U.S. Retirement Wave

Estate Planning Package

 

---

 

*Emerging Market Bifurcation: RUBLE RUBBLE!

 

---

 

*Strong US Equity Markets

---

 

*Technology and Medical Advances

---

 

*Real Estate and Lending Advances

---

 

RATIONAL SOLUTIONS FOR REAL INVESTORS

• CASH FLOW UNITS

• ALLOCATION UNITS

• LONG TERM INCOME UNITS

• Get more detailed information on MGAM separately managed account solutions: here

---

 

MGAM December 2014 Clients Only Updates

• 2015 Equity Markets Trading Model Ranges?

• 2015 Interest Rate Trading Model Ranges?

• Biggest Dangers to Current Economic Growth?

• Asset Classes and Security Categories Potentially Exceeding Our Return Targets 2015-2017?

• Potentially Underperforming Asset Classes and Security Categories 2015- 2017?

---

 

Update your plan for 2015:

• Come down to the Crescent and meet the team that cares.

• Set your legacy planning appointment today: here