New Normal, Consequential Morphing, Tapering

The ‘New Normal,’ And Its Consequential Morphing - JOI Articles: " . . . Absent comprehensive and coordinated policy responses, it is only a matter of time until the surface stability is overcome by the meaningful set of underlying disequilibria, resulting in a set of highly contrasting potential outcomes—all of which would constitute an eventual departure from the low-level equilibrium of the new normal. This morphing warrants equally consequential adaptation in investment approaches. Time is running short for the strategy of simply riding the wave of central banks committed to disconnecting market pricing from fundamentals. A much-less-certain investment outlook is ahead, and one that requires change not only in what investors do, but also in how they think about their overall investment positioning." (read more at link above)
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