Mullaney Keating & Wright

Strategic Asset Allocation

• The Randomness of Returns
• World of Opportunity in Equities
• World of Opportunity in Fixed Income
• Stocks vs. Bonds
• World Economies

Equity Performance Factors

• 10-Year Premiums: US Markets
• 10-Year Premiums: Developed ex-US Markets
• 10-Year Premiums: Emerging Markets
• Reacting Can Hurt Performance
• Dimensions of Expected Returns