Baharian's Bull Market Bet

Robert Baharian from Longview Capital Partners views the recent Wall Street rally as a sign of a potential shift towards a bull market. He notes that historically, strong stock market months lead to positive returns over the following year. Despite volatility, the market currently exudes confidence due to AI capital expenditure and robust earnings.

Robert mentions global markets' performance outpacing the US earlier this year, with European stocks recently climbing and the S&P 500 showing impressive gains. He stresses the importance of diversification across sectors and geographies while cautioning against attempting to predict regional outperformers. The US remains a key focus, but clients are increasingly interested in exposure beyond its borders.

When discussing the Australian market, Robert perceives it as narrow and shallow, emphasising greater opportunities overseas. Although exposure to the Aussie market is maintained, increasing interest in private credit and debt options offers retirees a potential alternative for secured opportunities with appealing returns.

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