Finance Paper

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FIN435_535

Market View Paper 1: Spring 2017

Due Date: Thursday, February 9 by 1:10 p.m.

Instructions: Write a 2-3 page paper to compare and contrast the expected return assumptions as developed by J.P. Morgan with those of the participants of the 2017 Barron’s Roundtable (see Barron’s Magazine published January 16, 2017). The ultimate purpose of the series of 3 papers you are to write on this subject is to develop your own estimates of expected returns for the major asset classes in which the Wetherbe Fund invests.

1. To the extent that you can, compare expected return estimates and underlying assumptions for the following asset classes:

a. U.S. large-cap equity market (proxied by the S&P 500 index or the Russell 1000 index)

b. U.S. small-cap equity market (proxied by the Russell 2000 index)

c. Foreign Developed Markets (DM) equity (proxied for by the MSCI EAFE index. EAFE is an acronym that stands for Europe, Australasia, and Far East).

d. Emerging Markets (EM) equity. (proxied by the MSCI Emerging Markets index)

e. U.S. investment grade fixed income market (proxied by the Barclays U.S. Aggregate Bond index).

Structure and Formatting:

· Structure your report appropriately.

· The 3-page limit applies only to the text of the memo but not the references. You may include additional tables or graphs.

· Use 12-point Times New Roman font (what this page is printed in).

· Single space the text. Double space between paragraphs and sections.

· Use section headings and, when necessary, sub-headings.

· Use proper spelling and grammar.

· You may use bullet points (but don’t waste too much “white space” given the 3-page limit).

· Include references. Format references using any of the formats on the NMSU Library web site at: http://nmsu.libguides.com/citingyoursources.

· Don’t plagiarize. Use your own words. See the NMSU library’s web site: http://lib.nmsu.edu/plagiarism/.

Grading: The papers will be graded according to the rubric used by the College of Business for assessment for accreditations by the Higher Learning Commission (HLC) and by the overall quality of the paper.