Bloomberg Surveillance Equity Optimism amid Uncertainty
Jun 9, 2025
Ben Laidler, Head of Equity Strategy at Bradesco BBI, shares his bullish outlook on the S&P 500, discussing potential catalysts for growth amid ongoing trade uncertainties. Charles Kantor, Senior Portfolio Manager at Neuberger Berman, reflects on historical parallels with the 2000 dot-com bubble and warns of a consumer crunch. They also explore a shift in investor focus from U.S. equities to emerging markets, emphasizing the need for patience and resilience in navigating today's complex market environment.
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Global Equity Outperformance Potential
- The U.S. stock market has been a juggernaut but now shows signs of broadening returns globally.
- The rest of the world offers attractive valuations, currency discounts, and positive policy stimuli.
Hold Through Market Noise
- Avoid complex market timing; sometimes the best strategy is to hold despite noise.
- Accept that U.S. returns may moderate but remain positive, especially in tech sectors.
Corporate America Earnings Strength
- Corporate America, especially top companies, continue to grow earnings and margins.
- These companies demonstrate strong fundamentals without a looming recession risk.