November 13, 2006
ONE CONSULTANT'S VIEW OF THE FUTURE
In the November issue of Wealth Manager, your editor quizzed Armand Yambao, head of financial modeling at EnnisKnupp & Associates, a Chicago institutional investment consultancy that oversees $700 billion in assets. The subject of our exchange is everyone's perennial favorite on matters financial: the future. In particular, what is EnnisKnupp telling clients to expect for risk and reward among the major asset classes? All the usual caveats apply, of course, when it comes to predictions. Indeed, no one knows what's coming, but that doesn't mean we shouldn't talk about the tomorrow and beyond. Just don't confuse forecasting with fate. Otherwise, enjoy....
Posted by jp at November 13, 2006 9:42 AM
Interesting article - calm seas and clear sailing ahead for a diversified portfolio. I would like to have heard his take on P/E ratios. Housing at 6.5 pct/yr, yikes. That seems contrarian.
Posted by: zinc at November 16, 2006 6:56 AM