A sentiment shift, underpinned by confidence in
the sustained global expansion, could help value add to strong third - quarter returns, we believe.»
Sustained global expansion with inflation slowly moving back toward trend provides a positive backdrop for credit in the form of low default rates and stable default expectations.
As a result, we believe credit offers less upside than equities on a risk - adjusted basis if our scenario of
sustained global expansion pans out.
The sustained global expansion is providing a positive backdrop for corporate earnings.
Not exact matches
We believe gradual monetary policy normalization and
sustained global economic
expansion point to moderately higher
global bond yields.
While we currently favour
global exposure to the technology sector and selected opportunities within healthcare, we're also positive on financials — another giant within the Canadian market cap that we believe registers as fairly valued with the potential for decent earnings growth amid a synchronized and
sustained global economic
expansion.
Rather than size, we believe investors are better served focusing on equity style factors with potentially greater staying power in a
sustained above - trend
expansion, particularly momentum and value, as detailed in our Q4
Global Investment Outlook.
I'd add this to the list of factors supporting more exposure to equities, including our expectations of a synchronized
global earnings recovery and
sustained economic
expansion.
«The continued
expansion of world demand, resulting from
global population and economic growth and increasing preference for dairy products are expected to be the main drivers, fuelling EU exports and
sustaining commodity prices,» said the EC report.
Rather than size, we believe investors are better served focusing on equity style factors with potentially greater staying power in a
sustained above - trend
expansion, particularly momentum and value, as detailed in our Q4
Global Investment Outlook.
We see three key interrelated themes shaping economies and markets over the next three months:
sustained global economic
expansion and the need to rethink both returns and risk.
While we currently favour
global exposure to the technology sector and selected opportunities within healthcare, we're also positive on financials — another giant within the Canadian market cap that we believe registers as fairly valued with the potential for decent earnings growth amid a synchronized and
sustained global economic
expansion.
To
sustain our nation's positive energy trajectory and position as a
global energy leader, the new administration and Congress should work with the private sector to enable the
expansion of our nation's energy infrastructure through consistent regulation and efficient processes.