Blog
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Fed Pauses, Recession Looms
June 15, 2023 | Media Mentions
Eric Lynch, Managing Director and Portfolio Manager at Scharf Investments, shares his views on the current market environment and how it may be signaling toward a recession. He highlights investment opportunities in health care, travel, as well as opportunities within international markets.
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Focus on the Signal, Not the Noise
May 26, 2023 | News
Eric Lynch, Managing Director and Portfolio Manager at Scharf Investments, explains how the noise of the current market makes it exceedingly difficult to understand what to do as an investor. Therefore investors should focus on the signal of what drives stocks long-term instead.
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The Case for Cheap International Stocks
April 25, 2023 | News
Eric Lynch, managing director and portfolio manager at Scharf Investments, appeared on CNBC Asia’s “Street Signs” program on April 25, 2023. He shared his views on the current market environment and how mega-cap tech names are fueling YTD performance. He noted that this seems to be how the market moved prior to the tech bubble bursting in 2000 and that history has a way of rhyming. Eric also shared his thoughts on compelling Asian investment opportunities in Baidu and Sony.
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Defense Wins Championships
April 20, 2023 | News
Skate to where the puck is going and play defense. Eric Lynch, managing director and portfolio manager at Scharf Investments, appeared on Cheddar TV’s “Closing Bell” program on April 20, 2023. He shared his views on the current market environment and how leading indicators are signaling a recession is looming. He noted that portfolio positioning should take a defensive stance in sectors such as health care and include investment opportunities in developed markets in Europe and Asia.
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Expectations for Q1 Earnings Season
March 30, 2023 | News
Eric Lynch, managing director and portfolio manager at Scharf Investments, recently appeared on TD Ameritrade Network’s “Morning Trade Live” program. He shared his views on the current market environment and how he believes we’re already in an earnings recession. He noted the earnings degradation that many companies are experiencing and discussed how to play defensively by looking at quality companies with sustainable earnings.
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International Stock Valuations Look Compelling: Baidu vs Google
February 16, 2023 | News
U.S. stocks have outperformed non-U.S. stocks by 225% since the global financial crisis. We believe international stock valuations look very compelling as they now offer a better risk/reward than U.S. stocks. Eric Lynch, managing director and portfolio manager at Scharf Investments, recently appeared on TD Ameritrade Network’s “Market On Close” program. He shared where we are finding opportunities outside the U.S. and compared how portfolio holding Baidu (BIDU) stacks up against Alphabet (GOOGL).