Thought Leader of the Week: Ed Campbell
Pent up demand for consumer durables and strong capital spending is expected to drive U.S. growth, while international growth will also pick up in light of the economic recovery in the Euro zone and U.K., Campbell notes. "Our investment strategy of overweighting risky assets, including global stocks and high yield bonds, and underweighting government bonds has paid off so far in 2013," he says. "We have trimmed back a bit as political risks have escalated, but we are generally sticking with this strategy as we head into the year's final quarter."
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