Perspectives

Video

Krawez on Reuters TV: Trump Fed Threats Concerning Investors

April 21, 2025

The stock market was rocked yet again by recent comments from President Trump, this time with regard to Federal Reserve Chair Jerome Powell. “These threats of firing Jay Powell are really concerning investors,” said Brian Krawez, president and lead portfolio manager at Scharf Investments during an appearance on April 21, 2025 on Reuters TV. Putting the Fed chair’s job in question at a time when tariffs and policy changes are already throwing everyone for a loop is almost too much for markets to handle. Especially when foreign investors in U.S. bonds, as well as domestic investors, are relying on the safety and security of the U.S. Dollar. Brian added, “If politics starts getting into monetary policy, investors can’t necessarily trust that their interest as a bondholder will be respected.”

Video

Brian Krawez Highlights Hershey and Heineken on Reuters TV

April 21, 2025

Given the current market and economic environment in the U.S. with tariffs, policy changes, and daily comments that take the stock market on a roller coaster ride, what are investors to do and where can they find investment opportunities amidst all this volatility? “As an investor, you can’t just hide in cash. Stocks still remain a good defense,” said Brian Krawez, president and lead portfolio manager at Scharf Investments during an appearance on April 21, 2025 on Reuters TV. We believe there’s a new playbook for stocks. What worked previously—momentum, high growth, mega-cap tech—has given way to value stocks and non-U.S. stocks, which we believe are poised to do well. In particular, Brian highlighted two stocks that we find compelling, Hershey (HSY) and Heineken (HEINY).

Video

Brian Krawez Highlights Healthcare Sector on Reuters TV

January 14, 2025

The healthcare sector has been a laggard for the past two years, dramatically underperforming the S&P 500 Index, leaving valuations among healthcare companies relatively cheap. “As the markets are getting more volatile, healthcare is going to be a good place to be in 2025,” said Brian Krawez, president and lead portfolio manager at Scharf Investments during an appearance on Reuters TV on January 14, 2025. Brian shared some of the names that we believe are worth considering given their attractive valuations and sector leadership. These include Centene, Novartis, and McKesson.

Video

Lynch: “AI is clearly helping companies like Oracle”

January 14, 2025

Nvidia seems to take all of the oxygen out of the room when the conversation is focused on AI, but the market seems to be wanting this to be more than an Nvidia story. “AI is clearly helping companies like Oracle,” said Eric Lynch, managing director at Scharf Investments during an appearance on January 14, 2025 on Schwab Network’s “Morning Trade Live” program with Oliver Renick. Oracle was an also-ran for so many years in cloud computing, yet over the last few quarters, its cloud infrastructure business has been growing faster than its competitors, including AWS and Microsoft. “AI was the use case that Oracle needed.”