Steve Higgins

ContactSteve Higgins has been a journalist for more than 25 years and has extensive experience covering business, the economy and personal finance. He spent 12 years as a business reporter for daily newspapers in Arizona, Florida, Georgia, and Connecticut, followed by 12 years as an editor, most recently as business editor of the New Haven Register in Connecticut.
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U.S. Markets Are In Early Stages Of A Decade Of Outperformance, Bernstein Says edit
Friday, February 03, 2012 13:43

Tags: stocks | Treasury bonds | U.S. economy

While investors continue to focus on emerging markets and commodities, the greatest opportunities for investment over the next decade are mainly in the United States.

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The deflation of the global credit bubble favors investing in the United States, according to Richard Bernstein, of Richard Bernstein Advisors.


“Investors are waiting for emerging markets and commodities to rebound, and are generally ignoring the asset classes that are outperforming, such as U.S. stocks and bonds,” Bernstein writes. “We continue to favor U.S. assets as the core of our strategies. U.S. stocks have now outperformed BRIC (Brazil, Russia, India, and China) for more than four years, and the U.S. dollar (as measured by the DXY) troughed in 2008.”


Bernstein also makes a strong case for long-term U.S. Treasuries, not for income but for diversification.

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