6 results found

As we enter the final quarter of 2021, the din of market sceptics continues. The narrative has now broadened beyond peak economic and earnings growth, however, to include peak everything.

Jeff Schulze | 0.50 CE

A period of slower, yet still robust, economic and earnings growth will be powerful enough to elongate the current bull market. Long-term investors should take advantage of any market pullback.

Jeff Schulze | 0.50 CE

With a healthy consumer, accommodative policy, accelerating GDP and the potential for herd immunity from Covid-19, the risk of a US inflationary overshoot has increased. We believe any inflation scare, however, will be short-lived.

Jeff Schulze | 0.50 CE

The consensus view that US equities are in a bubble is overblown. Go back to the drawing board when it comes to your views on US valuations - because this time IS different.

Jeff Schulze | 1 comment | 0.50 CE

In the early and middle stages of an economic expansion, running with the herd can be a beneficial and safe proposition. As this recovery unfolds, should investors break off, worried about the formation of a bubble?

Jeff Schulze | 0.50 CE

In the US, a durable and economic bottom has formed, and global investors are well-served to re-frame their mindset towards the incipient economic expansion now underway.

Jeff Schulze | 0.50 CE