Good Afternoon,
MONTHLY MARKET MONITOR OCTOBER 2017
Attached is the updated Monthly Market Monitor put together by Eaton Vance. Below are two slides that I found useful.
This is a historical correlation table for major asset classes over the past 5 and 10 years. This is useful to point out the superior diversification benefits provided by certain asset classes over others. Also, depending on time period, correlations can adjust slightly.
I know this is something that we continue to reference, but here is another snapshot displaying that earnings growth has been very strong of late, both in the U.S. and globally.
