What investors can learn from 30 years of markets data

August 2024

Talaria Co-CIO Chad Padowitz recently shared his thoughts with Michelle Bowes at the AFR on the key factors behind the growth of US stocks.

He noted, “You’ve really had a combination of many things moving in the right direction. Among them were low starting valuations 30 years ago, and high levels of fiscal debt and structurally low-interest rates in the US economy,” all of which have supported corporate profitability.

However, Padowitz cautions that the outlook for US stocks may not remain as rosy.

Read the full article in The AFR.

 

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