Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.
Key takeaways:
- Low bond yields and high quality valuations suggest future market returns could be low, extending the time it will take for an investment to double in value.
- Facing this possibility, many investors have opted to take on more risk, opening themselves up to potential psychological and portfolio stress should volatility return to markets.
- Rather than throw caution to the wind, we suggest a balanced approach, seeking overlooked value opportunities while trying to minimise downside risk.
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