Market Drawdowns

As the profit cycle matures, we are increasingly being asked how long-term investors should best position themselves should the economic backdrop and equity markets become more challenging.

There is a widely held belief – one we don’t subscribe to - that when the backdrop becomes more challenging, investors should shift out of higher multiple growth stocks towards lower multiple value stocks. This belief is based on the presumption that low multiples provide added defence when times are tough.

Read full article HERE.

Other Posts