Episode 47: The Evolution of the ‘Long Good Buy’

Published on27 SEP 2016

27 SEP 2016 - Quantitative easing by the world’s major central banks has helped deflate bond yields and pushed valuations across asset classes to historic levels. Peter Oppenheimer, chief global equity strategist and head of Macro Research in Europe for Goldman Sachs Research, discusses how the long-term case for investing in stocks has evolved and why he sees the most likely scenario from here as a ‘Fat and Flat’ range of tepid yet positive returns and greater volatility.


This podcast was recorded on September 12, 2016.

All price references and market forecasts correspond to the date of this recording.

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