Green Book March 1994
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Featured Articles
Building a Position in REITs
REITs being added to Conventional and Unconventional Portfolios. Expect total returns here to be in excess of 10% annually. REITs are also expected to act as a defensive holding in a down market.
In Search of a New P/E Ratio
As we maintain our "tactically bullish" attitude toward equities, we continue to search for further signs that this market is not as overvalued as it appears.
Inside the Bond Market
At this point, the bond market outlook is still viewed as negative, it was also negative last month. The upside seems minimal over the next 6-12 months.
Investor Attitudes: Polling the Pros in February
Whenever we have a significant number of investment professionals gathered together, we ask their stock market opinion via ballot, subsequently reporting the results in this publication.
Major Trend Index Fades to Neutral
Major Trend Index drops back to "neutral" territory. Don't jump the gun and assume the Index will fall to "negative".
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by year to date performance.
Stock Market Observations
February was a tough month for the stock market. Stock Market performance during various GDP and earnings growth environments and what we currently view as the most likely scenarios for 1994.
The Supply/Demand Outlook for Equities
New equity supply reached record levels in 1993, but in January the flow of new equity offerings dried up. Mutual fund flows not as strong as in January, but pretty close. International flow still strong.
Table of Contents
Stock Market
- Major Trend Index Fades to Neutral
- Stock Market Observations
- The Supply/Demand Outlook for Equities
- Investor Attitudes: Polling the Pros in February
- In Search of a New P/E Ratio
Of Special Interest
Macro Monitor
Equity Strategies
Building a Position in REITs
REITs being added to Conventional and Unconventional Portfolios. Expect total returns here to be in excess of 10% annually. REITs are also expected to act as a defensive holding in a down market.
In Search of a New P/E Ratio
As we maintain our "tactically bullish" attitude toward equities, we continue to search for further signs that this market is not as overvalued as it appears.
Inside the Bond Market
At this point, the bond market outlook is still viewed as negative, it was also negative last month. The upside seems minimal over the next 6-12 months.
Investor Attitudes: Polling the Pros in February
Whenever we have a significant number of investment professionals gathered together, we ask their stock market opinion via ballot, subsequently reporting the results in this publication.
Major Trend Index Fades to Neutral
Major Trend Index drops back to "neutral" territory. Don't jump the gun and assume the Index will fall to "negative".
Scanning the Markets
A performance rundown for The Leuthold Group's equity market sectors (and other measures) ranked by year to date performance.
Stock Market Observations
February was a tough month for the stock market. Stock Market performance during various GDP and earnings growth environments and what we currently view as the most likely scenarios for 1994.
The Supply/Demand Outlook for Equities
New equity supply reached record levels in 1993, but in January the flow of new equity offerings dried up. Mutual fund flows not as strong as in January, but pretty close. International flow still strong.
Stock Market
- Major Trend Index Fades to Neutral
- Stock Market Observations
- The Supply/Demand Outlook for Equities
- Investor Attitudes: Polling the Pros in February
- In Search of a New P/E Ratio
Of Special Interest
Macro Monitor
Equity Strategies
Perception for the Professional
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