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Is The 1.6 Percent Excess Return Enough For Equities?
According to our European Investment Strategy team, the prospective 10-year return from equities is an annualized 3 percent, 1.6 percent more than that from bonds. Is the equity risk premium large enough? Yes, because at ultra-low bond yields, the risk of…
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BCA Research | Daily Insights
Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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