If you follow me on social media, you won’t be shocked to learn that my colleagues and I are bullish on equities. But why? There are several reasons — 10, in fact — which I’ve compiled below.
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If you follow me on social media, you won’t be shocked to learn that my colleagues and I are bullish on equities. But why? There are several reasons — 10, in fact — which I’ve compiled below.
Comments Off on 10 reasons why we’re bullish on equitiesMarket Weekly Compass: Markets were dismayed as the U.S. Federal Reserve (Fed) added two potential rate hikes to its 2023 forecast. But the Fed’s “dot plot” isn’t set in stone.
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The global expansion advances further, with strong momentum in Europe and emerging markets. We are not overly concerned about rising inflation at this stage, as long as growth continues to improve.
We are overweight equities and risky credit at the expense of investment grade and government bonds. We continue to favour equity markets outside the U.S., and cyclical styles/factors such as value, small-caps, and mid-caps.
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Weekly Market Compass: Why did investors shrug off May’s U.S. inflation figures? Kristina Hooper details five possible reasons behind the subsequent drop in the 10-year U.S. Treasury yield.
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Planning to gift non-registered assets to your spouse or family member? Find out income tax attribution rules and how to do it in a tax-efficient way.
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Find out how adding high yield bonds to an interest rate-sensitive fixed income portfolio can possibly lower overall volatility, while potentially adding return to the portfolio.
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