This copy is for your personal, non-commercial use only. To order presentation-ready copies for distribution to your colleagues, clients or customers, click the "Reprints" link at the top of any article.

From the March 2008 issue of Investment Advisor • Subscribe!

Behind the Numbers, Richard Bernstein

By

March 1, 2008 • Reprints

"We think investors should focus on five broad themes; high-quality bonds, large-cap stocks, defensive sectors, developed markets, and high-quality dividend themes," said Richard Bernstein, Merrill Lynch's chief investment strategist, at the sixth annual Dow Jones Indexes/Stoxx, LTD. Global Economic Outlook event in late January. Bernstein believes the volatility that increasingly shook the world's financial markets as 2007 progressed will be exacerbated during most of 2008 due to a global economic slowdown, the lingering effects of previous monetary policies, the global tightening of credit markets, and earnings disappointments in leadership sectors such as materials and energy.
Comments

Advertisement. Closing in 15 seconds.