US equities have generated extraordinary performance over the past eight years, and the gains since the US Presidential Election have left many investors wondering where equity markets can go from here.
On one hand, there may be rising potential for a market reversal. The S&P 500 has climbed over 250% since March 2009. Many investors believe US equities are poised for a correction as margins are near all-time highs and multiples on earnings (which embed those peak margins) are above historical levels and other markets. Have investors become too optimistic about the impact of a Trump presidency? Furthermore, since the election of US President Donald Trump, the S&P 500 has risen roughly 10%, with volatility remaining low. Much of this move has likely been based on unrealistic expect...
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