MARKETING DECK: P/E should likely be expanding in 2026

NEW BULL VS LATE CYCLE: 6 reasons in favor of “new bull”

  • US cos survived 6th major “stress test” yet P/E lower
  • Investment outlook better now than in Feb 2025
  • Still most hated rally
  • Better visibility Tariffs, tax and de-regulation visibility
  • Earnings solid
  • Fed more dovish in 2026

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Attached below is our latest marketing deck.

Please CLICK HERE to access the presentation in PDF format.

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