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Updated Thursday, May 23, 2013 as of 10:13 PM ET

"The greatest stimulus package in the world is certainty. For the past two years we have not had certainty," Bob Reynolds, president and chief executive of Putnam Investments told the Fund Forum USA’s Global Fund Distribution Summit here Tuesday.

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U.S. Equities Poised For Breakout Decade: Putnam Investments

by Stephen Winks » Wed Nov 09, 2011 2:18 pm

Could it be the anticipated outperformance of large caps is attributable to the questionable value of the dollar and the intrinsic inflation/deflation hedge of a large global operating business? If so, could it be age old wisdom of some cultures in Asia and the Middle East that fiat currency and paper securities are inferior to the enduring value of precious metals?

We are increasingly seeing this sentiment emerge here in the US and it makes sense based on relative value research.

It may be we like securities because we are in the securities business as opposed to being in the advice business.

SCW