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Supply disruptions out of Iran will be offset by an increase in production from other OPEC+ countries, according to Jordan Jackson.
Investment strategies for a late-cycle environment
The key to successful investing starts with getting invested, and then staying invested, according to David Lebovitz.
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone’s relatively better balance of payments position.
With more and more companies now privately held, investors have shifted their focus to how they can exit these investments and get their money back.
This greater economic stability should bolster international earnings expectations, halting the decline seen over the past 18 months.
Global trade tensions may continue into 2020, weighing on global growth and acting as a headwind for further equity market gains.
In today’s investment environment rates are lower, this inflates the value of future cash flows and pushes equity market multiples higher.