Even after two years of strong equity performance, investors still see fundamental attractions from ...
Even after two years of strong equity performance, investors still see fundamental attractions from owning equities, while also being well aware of the downside risks. Here we examine a number of important drivers that, on balance, should reassure global investors about the prospects for many equity markets. The key driver is profits, reflecting a solid economic environment during this more mature phase of the business cycle. We anticipate trend or 'trend-plus' economic growth this year, which together with further corporate restructuring should allow double-digit earnings growth to be ach...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes