change in policy to allow inflation to run above their target for a period of time we really see as being long term very bullish for equities," she said.
"U.S. large-cap stocks, technology stocks, have a lot of really aggressive growth targets priced into valuations at this point," she said. "We see emerging market equities and U.S. small cap as having additional upside where a lot of those ... early economic cycle benefits are not fully priced in.", more benign trade policy and a higher rate of digital adoption around the world.
Shue was also keeping her eye on valuations, which she noted "are not a great short-term timing tool, but something we definitely have to be aware of, particularly as you look three, five years out and the more muted equity returns you're likely to see at that point."
to 'investors' - 'BUY! BUY! BUY! We need more bagholders! Economy is in a best place ever - on the middle of pandemic and Recession/Depression'
Yes! Pump it up! Let the pumping begin! Debt doesn't matter! Negative GDP doesn't matter! 20 MILLIONS unemployed doesn't matter! Economy is in a best place ever - on the middle of pandemic and Recession/Depression.
MeghanShue just out of curiousity what yardsticks do u use to judge how cheap the market is today?
Last friday jp Morgan goldman sach blackrock bought all in the last minute. Ath in índices and gold . Fight with this manipulators.
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horrible
Tomorrow we will have a huge sell off...