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Ariel Investments September 2018 Commentary

Oct 04, 2018 / Investment Outlook, Trending Research Alliance

The global economic expansion has gone on for so long that people are wondering if the temporal peak is near, while speculating about the cause for the next decline. While one suspect—the rise in corporate debt—has been garnering more and more attention, we believe the bond bubble is one of the main reasons why the stock market has been pushing new highs and may cause its reversal.

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