Kepler & Partners' Kimberley: Never bet against America

What goes up must come down?

clock • 4 min read
David Kimberley is an investment trusts writer at Kepler & Partners
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David Kimberley is an investment trusts writer at Kepler & Partners

Despite the overexuberance we have seen during the pandemic, US companies will remain an important part of investors’ portfolios heading into 2022.

Just over a decade ago, Business Insider CEO Henry Blodget published an article titled The Odds Are Increasing That Microsoft's Business Will Collapse. As the rather hyperbolic headline suggests, Blodget made the case that one of the world's largest technology companies was in a death spiral and could even cease to exist. Since that piece was published, Microsoft has increased in value ten-fold and almost tripled its revenue - a remarkable feat for a company that was already making over $60bn a year. It has also brought out a host of innovative products and expanded into different parts ...

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