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Tables of Contents for The Role of Monetary Policy in Investment Management
Chapter/Section Title
Page #
Page Count
Foreword
viii
Preface
x
Federal Reserve Monetary Policy: A Primer
1
6
Measuring Monetary Conditions
7
8
Monetary Conditions and the Performance of Stocks and Bonds
15
12
Monetary Conditions and the Performance of Various Asset Classes
27
12
Assessing the Performance of Alternative Monetary Policy Measures as Predictors of Stock Returns
39
6
Investment Implications and Conclusions
45
8
Appendix A. Industry Definitions
53
2
Appendix B. Construction of the Goldman Sachs Commodity Index
55
2
References
57