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Investors should consider policies could impact markets and the economy after of the 2020 election.
Investment strategies for a late-cycle environment
David Lebovitz says, a bit of optimism is priced in to equity markets, but valuations are not unsustainable, rather markets need to grow into these valuations.
Supply disruptions out of Iran will be offset by an increase in production from other OPEC+ countries, according to Jordan Jackson.
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.
This greater economic stability should bolster international earnings expectations, halting the decline seen over the past 18 months.
In today’s investment environment rates are lower, this inflates the value of future cash flows and pushes equity market multiples higher.
In our latest Market Insights bulletin, Jordan Jackson, Market Analyst, discusses the latest jobs report and the impacts on the labor market.