A world of contrasts: Davis Advisors

Speaking to financial advisers at a recent Pan-Tribal lunch, Peter Sackmann of Davis Advisors took attendees on a world tour, looking at markets, sectors and stocks in each region.

Peter Sackmann, CFA, analyst and portfolio review committee member at Davis Advisors (Davis) told attendees that the US market had been hampered by twin uncertainties – a divisive and contentious election campaign, and the timing of the tightening cycle expected by the US Federal Reserve (the Fed).

“Once we get past the election cycle, the business climate is good; we are encouraged by signs of life across industries,” commented Sackmann.

“Rarely does an election dictate how good or bad a company is.”

To read the article from AdviserVoice, click here.

Related Articles

CPD: Private credit – finding opportunity in a maturing market

CPD: Private credit – finding opportunity in a maturing market

Private equity is not unsustainable: the current state of private credit represents a natural progression of a maturing asset class.

Read More »
Private Equity Valuations: Uplifts on exit have more than halved

Private Equity Valuations: Uplifts on exit have more than halved

Private equity exit uplifts are falling. Barwon’s analysis of over 300 global PE exits reveals a decline from a long-term median of ~30% uplift to

Read More »
CPD: The investment potential in emerging market equities

CPD: The investment potential in emerging market equities

Emerging markets (EM) are highly inefficient. Complicated governance structures, evolving macroeconomics and immature institutions

Read More »

Level 17, 90 Collins Street
Melbourne 3000
T: 03 9654 3015
F: 03 9662 3304

ABN 35 600 756 241
AFSL 462 065

Unifying excellence in asset management