The investment, pensions and benefits briefings library

Overview:

Steve Bleiberg offers quarterly analysis and an asset allocation update

• No issue is going to be more important to our economy over the next few years than how we come to terms with our out of control budget
• We need to bring our spending under control, and we need to make sure we don't saddle our economy with so many taxes and regulations that we strangle its growth rate
• LMGAA does not expect earnings growth to accelerate, but it also doesn't expect a significant drop in earnings either, so is maintaining a benchmark allocation to both stocks and bonds

• Tags:
• stocks,
• Bonds,
• Forecast,
• Fiscal Cliff,
• Budget.