Mullaney Keating & Wright

Strategic Asset Allocation

• Randomness of Returns – Asset Class
• World of Opportunity in Equities
• World of Opportunity in Fixed Income
• Stocks vs Bonds
• World Economies

Equity Performance Factors

• 10 Year Premiums – US
• 10 Year Premiums – International Developed
• 10 Year Premiums – EM
• Reacting Can Hurt Performance
• Dimensions of Expected Returns