The Long View: Waiting for a pullback?

Jeff Schulze  |  ClearBridge Investments  |  14 July 2021  |  0.50 CE

Key Takeaways

  • Today’s ebullient macro and market environment is likely to give way to a period of slower, yet still robust, economic and earnings growth powerful enough to elongate the current bull market.

  • Unease over evolving Fed policy and an inflation scare could keep equities rangebound in the near term. Strong leading economic indicators and a resurgence of stock buybacks, however, suggest weakness should be viewed as a buying opportunity.

  • A healthy consumption outlook and an expected rise in capital spending are further reasons we believe long-term investo...

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