The investment community's word of 2020 was undoubtedly "unprecedented". "Transitory" is our submission for 2021. "Transition" may best encapsulate 2022.

Jeff Schulze | 0.50 CE

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