We believe that the Federal Reserve is being forced to withdraw liquidity as the US economy is now at or near full employment. Going forward, either the US economic expansion is likely to falter or interest rates in the US will rise further. We believe that stock selection rather than index returns will be key in driving returns in the next phase of the bull market we are witnessing and favour mid and smaller companies worldwide. We recommend the Atlantis Japan Growth Fund (AJG), now advised
21 Jun 2017
Withdrawing the punchbowl, buy Japan
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Withdrawing the punchbowl, buy Japan
- Published:
21 Jun 2017 -
Author:
Saumya Banerjee -
Pages:
6
We believe that the Federal Reserve is being forced to withdraw liquidity as the US economy is now at or near full employment. Going forward, either the US economic expansion is likely to falter or interest rates in the US will rise further. We believe that stock selection rather than index returns will be key in driving returns in the next phase of the bull market we are witnessing and favour mid and smaller companies worldwide. We recommend the Atlantis Japan Growth Fund (AJG), now advised