"The Fed has a much harder mountain to climb now, with a lot less tools to climb with."
Steven O’Hanlon, CIO at Rubrics Asset Management
“Bear markets have always been temporary, but so have bull markets. If a particular industry or stock becomes popular with investors, that popularity will always prove temporary, and when lost, may not return for many years.”
Sir John Templeton, famous investor and founder of the Templeton funds
“Using an analogy of a wildfire, the new government is like starting the spark. However the grass is really wet, so what we need is some petrol to light the fire. That is, we need to demonstrate the economy is moving in the right direction to kickstart the next leg of growth.”
Chantelle Baptiste, portfolio manager at Fairtree Capital
“Valuation doesn’t matter if you’re on the wrong side of change, as your thesis will be under attack.”
Peter Bates, equity portfolio manager at T. Rowe Price