JQUA - High Quality: A 'North Star' Through The Market Cycle
2024-03-22 12:10:00 ET
Summary
- In this environment, we favor a focus on investing in companies we believe to be high-quality companies.
- This approach emphasizes stability and resilience, aiming to insulate assets from unpredictable swings in the market while positioning for sustainable long-term growth.
- While equity markets have been resilient, multiple economic and geopolitical pressures are contributing uncertainty as to where we go from here.
By Daniel Hanson, CFA
An emphasis on quality can drive outperformance through market cycles.
With markets hitting all-time highs across the world, investors are asking some basic questions: Where are we in the market cycle? Should I reduce risk? Or should I remain exposed to the enthusiasm over artificial intelligence that has driven recent gains?...
High Quality: A 'North Star' Through The Market Cycle