Dubravko Lakos-Bujas

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Last quote by Dubravko Lakos-Bujas

We believe the risk/reward for equities has improved. We believe a positive outcome for Trump's growth agenda is underpriced by the market currently. Even if the tax reform pivots to a much less ambitious plan than the GOP/Trump proposals, we still would see potentially meaningful upside for earnings and equity values.feedback
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May 03 2017 Republican Party
Dubravko Lakos-Bujas has been quoted 18 times. The one recent article where Dubravko Lakos-Bujas has been quoted is The strongest earnings growth in 5 years will fail to boost the market, JPMorgan says. Here's why... Most recently, Dubravko Lakos-Bujas was quoted as having said, “S&P 500 is expected to deliver [its] strongest earnings growth in 22 quarters with momentum driven by recovering U.S. and global economic growth, higher oil prices, and rising rates for financials.”.
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Dubravko Lakos-Bujas quotes

We basically see superior growth in health care, on one hand. On the other hand, we see relatively attractive valuations.feedback

Bond valuations are obviously very, very high for various reasons. We have seen contagion into the equity space.feedback

Similar to Low Vol (relative to Value), staples appears to be in a bubble (relative to Healthcare) after outperforming by 20 percent in the past year and it trades at a record valuation spread of more than 5x turns on PE NTM. We believe staples has become crowded during this cycle after a rotation triggered by the Fed turning more dovish, zero rates abroad, and stabilizing USD.feedback

We believe stabilizing USD, rising oil prices, and low expectations going into this earnings season improve the odds of more companies beating on both top-line and margins compared to recent quarters.feedback

We expected a Brexit outcome to have an asymmetric impact for equities, with downside exacerbated by unwind of long equity investor positioning. We see another 5-10 percent downside to the S&P 500 in the short term as likely, but we maintain our 2016 year-end price target at 2,000.feedback

If we don't have that dollar support then it starts to get ugly. The reason why the market got excited over the last few months was the dovish Fed. But if the Fed now starts to hike that means the dollar will go higher and it will put renewed pressure on oil and the emerging markets.feedback

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