Fritz Meyer Economic Update, September 2019

Economist Fritz Meyer went hiking alone in Missouri Lakes, Colorado last weekend. He caught this prized gamefish with an elk hair caddis fly. He threw the cutthroat trout back in the water, but returned with a boatload of important new thoughts for advisors.

For instance, unprecedented negative interest rates in Europe and record-low U.S. Treasury yields could expand the S&P 500 P/E multiple.

With current bond market conditions unparalleled in modern financial history, Fritz has broadened his usual domestic focus to analyze demographics of major economies. He explains the math behind the unprecedented economic and financial market trends reshaping strategic asset allocation and portfolio management decisions, including:

• the yield curve and the Fed
• earnings forecasts
• P/E ratios
• record-low bond yields
• global demographics depressing yields for the long-run
• CBO's new U.S. deficit and debt forecasts



Fritz was a successful mutual fund portfolio manager in the mid-1990s at Invesco, one of the world's largest investment companies, before spending over a decade as Senior Investment Strategist. Fritz has been advising advisors on A4A since March 2011.
 

An average of 90 professionals monthly over the last year gave Fritz's CE webinars an average rating of 4.9-stars.


To collaborate with Fritz deeply, request a This email address is being protected from spambots. You need JavaScript enabled to view it..

Fritz was the strategist at one of the world's largest investment companies for over a decade, before going independent and becoming a popular monthly presenter on A4A in 2011. He's not affiliated with any products, political party, or school of economic thought. Fritz's pragmatic analysis earns his presentations 4.8-star ratings monthly.

This webinar is eligible for CFP® CE, PACE credit toward the CLU® and ChFC® designations and live CPA CPE credit.