Personal Finance Insider | Portfolio manager says the anticipation of a correction might be what is keeping it from happening @InsiderPersonalFinance | Uploaded September 2017 | Updated October 2024, 1 hour ago.
Business Insider executive editor Sara Silverstein chats with Sarah Hunt, a portfolio manager at $4 billion firm Alpine Funds, about whether stocks are overvalued, and says that the anticipation of a correction makes it less likely to happen.
She notes that while the Fed is unwinding its balance sheet, other central banks around the world are still expanding theirs, which should help equity markets continue to perform. Hunt envisions stocks being the default place where investors put their money. Silverstein also asks Hunt about the potential effects of tax reform, and says sentiment has changed, so now policy progress will be treated as a positive catalyst. She says that lower corporate tax rates will be better for earnings and cash flow.
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Business Insider is the fastest growing business news site in the US. Our mission: to tell you all you need to know about the big world around you. The BI Video team focuses on technology, strategy and science with an emphasis on unique storytelling and data that appeals to the next generation of leaders – the digital generation.
Business Insider executive editor Sara Silverstein chats with Sarah Hunt, a portfolio manager at $4 billion firm Alpine Funds, about whether stocks are overvalued, and says that the anticipation of a correction makes it less likely to happen.
She notes that while the Fed is unwinding its balance sheet, other central banks around the world are still expanding theirs, which should help equity markets continue to perform. Hunt envisions stocks being the default place where investors put their money. Silverstein also asks Hunt about the potential effects of tax reform, and says sentiment has changed, so now policy progress will be treated as a positive catalyst. She says that lower corporate tax rates will be better for earnings and cash flow.
--------------------------------------------------
Follow BI Video on Twitter: bit.ly/1oS68Zs
Follow BI on Facebook: bit.ly/1W9Lk0n
Read more: businessinsider.com
--------------------------------------------------
Business Insider is the fastest growing business news site in the US. Our mission: to tell you all you need to know about the big world around you. The BI Video team focuses on technology, strategy and science with an emphasis on unique storytelling and data that appeals to the next generation of leaders – the digital generation.
