2024-04-02 06:20:00 ET
Summary
- With inflation and interest rates in transition, it's time to take a fresh look at the forces driving business models, profitability and equity returns.
- Higher inflation puts a premium on real returns - the amount of return investors can generate above current levels of inflation.
- Excitement over AI in 2023 drove home the risks and opportunities of disruptive technology for businesses and investors alike.
By Nelson Yu
With inflation and interest rates in transition, it's time to take a fresh look at the forces driving business models, profitability and equity returns.
Equity investors are struggling to adapt to evolving market and macroeconomic conditions after years of low inflation and zero interest rate policies. Overcoming higher hurdles to long-term financial goals will require a new mindset and a strategic application of lessons derived from decades of active investing....
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For further details see:
Equity Investing: A Strategic Mindset For A Changing World