We think stocks are going to continue to deliver over the next several years — high single digits or better returns...
The real key here is that we have an economy that is healthy and creating a ton of jobs...
I think the feeling among investors is anything that causes any near-term pain is inherently bad, but it’s very possible that as a result of this [trade war] we’d end up with more open access to Chinese markets in the long run, and a better situation for intellectual rights.
And if those are the outcomes, then yes, this will increase volatility for a period of time, but it’s possible the results here are positive ones.
I think all the people who are waiting to buy on a dip this year, a lot of them waited too long. The market is very attractively valued, and the economy is in good shape and corporate profits were fine.
~ Jonathan Golub, chief U.S. equity strategist, Credit Suisse, "One of Wall Street’s biggest bulls is looking well past the trade drama," MarketWatch.com, May 7, 2019
Showing posts with label Credit Suisse. Show all posts
Showing posts with label Credit Suisse. Show all posts
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