Good time still for equities despite some hurdles
These include Russia's foreign policy, China's bad debt reckoning and monetary normalisation
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THE equity investing game begins afresh each day, and indeed past performance is no indication of future performance. Of note is that what really matters is revenue/profit growth in addition to current valuation on an ongoing basis. For now, we maintain our constructive outlook for both the US and global economic growth this year. Notwithstanding the harsh US winter that has led to a temporary aberration in incoming data, the current economic situation remains supportive:
Arguably, now is a good time to still own equities, even for those who are currently under-invested. Nonetheless, there are always obstacles in the path of equity investors and right now these include Russian foreign policy, China's bad debt reckoning and, most significantly in our view, monetary normalisation.
Monetary normalisation
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