report released Friday noted that the U.S. equity bear market is officially over, while also answering the most common questions she is getting from professional money managers.
As for the questions, portfolio managers are asking when more investors will get bullish on equities beyond those involving artificial intelligence . The strategist believes that investors regain optimism by recognizing more stable interest rates and inflation, declining earnings uncertainty, and resilient profit margins. The Federal Reserve also has room to cut rates if necessary.