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ALPHA INVESTING LLC
We really favor equity as our most preferred asset class. After bullback in emerging markets, we recommand having allocation to emerging equities in your portfolio as hedge and as long term play.
We are not very bullish on debt, as bonds are coming off of secular bull market of 30 years.
Most countries have already done with major infrastructure spent in their countries including China in the last decade. We don't see major catalyst to boost demand except lower dollar in the medium term.
We are also not very bullish on real estate due to shared economy. Airbnb, amazon, zipcar and uber are keeping the demand for commercial real estate under tab.
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