Continued cost inflation pressures and tight labor conditions may keep upward pressure on interest rates longer than currently perceived. It's likely large-cap stable growth will hold up better if earnings falter.

262

We believe that some large-capitalization stocks will outperform the broad market if investors' risk aversion rises in response to increased volatility.

230

I think you should pay attention to people's recommended asset allocation and you should put less emphasis on the targets.

182

The market's progress since then (Sept. 21) seems excessive, given the challenging environment.

156

It seems to be the biggest concern is inflation, and the impact on (price/earnings) multiples and dividend yields, ... Unfortunately, there aren't enough inflation beneficiaries in the stock market.

147

I think that new technologies are starting to challenge some of the old technologies.

146

Inflation is a difficult thing both for investors, who are counting on companies to be able to pass (higher prices) through, and also for consumers, when the realize the dividend increases they've been getting aren't really buying that much more.

142

I would encourage you to look at TIPS or other ways of owning companies that are pricing power beneficiaries, or at least neutral and able to pass on cost increases.

94