Centennial Asset Management reposted this
Thanks to Livewire Markets and Christopher Conway for the opportunity to share our thoughts on the recent reporting season and outlook for equities over the next 12 to 24 months. More importantly, included are a few key investment exposures we expect to outperform in an environment where interest rates and inflation have peaked. Notwithstanding a strong market in the last two years, we can still see a universe of attractive investment opportunities that are expected to drive ongoing outperformance. Centennial Asset Management #wealthmanagement #stockmarket #investmentadvisor