Jamil Baz, Chief Investment Strategist at GLG

Jamil Baz, Chief Investment Strategist at GLG posted an article in FT.com analyzing the equity risk premium under different scenarios. He starts by looking at the bullish case:

Who can blame the equity bullish consensus? Earnings yields – a proxy for real equity yields – stand at comfortably high levels.

Viewing the remainder of this article requires a Subscription