Courtesy of Mish.
The Hartford Funds put out a series of 50 charts on Strategies for the Second Half. There is no text, these are all graphics, but with text on them. Here are some of the charts I found interesting. Comments are mine. The order changed from the presentation.
Duration Risk
I picked up the Hartford link from Jonathan Tepper who made this Tweet: “Now that we have extraordinarily low yields across the world, we have the highest duration risk ever. Nice.”
Valuations Expensive
The US has among the most expensive valuations in the developed world. Blue highlights mine.
US Valuations vs Japan
