Investors have become accustomed to strong market conditions over the past decade, largely due to quantitative relaxation and government support.
Macquarie Asset Management Senior Portfolio Manager of the Growth Team with large Caps Brad Klapmeyer joins the market overtime to provide insight into the market dynamics that are influenced by quantitative relaxation and other macro-economic factors.
He explains how investors are used to favorable market conditions, but warns that such conditions are not guaranteed. He also emphasizes the importance of quality investments in uncertain times.
“If you rinse the tape a little and go back on time, I think you realize that as soon as we get past money, as soon as we have all this transfer of the government to the consumer and companies are over, it can be a much more challenging environment to invest,” Klapmeyer explains. “That's just the reality.”
He adds: “We not only have good markets or great markets; some days we have resets and drawings, and those things happen”, acknowledging that even more disadvantage is possible.
View here to view more expert insights and analysis of the latest market promotion.
This post is written by Josh Lynch
