Perspectives
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Lynch on Reuters: “Animal spirits have kicked in”
December 6, 2024
What’s the Eric Lynch report card on the markets? “We have a fever. Animal spirits have kicked in,” said Eric Lynch, managing director at Scharf Investments during a recent appearance on Reuters TV. The post-election rally continues with the S&P 500 having its best month of the year in November. Consumer Discretionary, Financials, Industrials, and Energy led sector returns. Bitcoin crossed the $100,000 level and meme stock Game Stop is up over 23%. Eric also shared his thoughts on the recent non-farm payroll report, the upcoming Fed meeting, and potential risks investors should be aware of in 2025.
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Brian Krawez on Bloomberg Surveillance
December 3, 2024
“Investors should curb their enthusiasm,” said Brian Krawez, president and lead portfolio manager at Scharf Investments during an appearance on Bloomberg Surveillance on December 3, 2024. Risks abound with geopolitical tensions and the potential for recession. Brian noted the similarities with the stock market now compared to the late 1990s. While the Mag 7 stocks have received a lot of attention, the average stock in the S&P 500 has outperformed the overall Index since the end of the second quarter of 2024. Brian also discussed the potential for higher interest rates if some of Trump’s economic policies, which could be inflationary, are enacted. You can see Brian's interview beginning at the 2:06:26 mark in the link below.
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Krawez: “Investors would be wise to curb their enthusiasm”
November 14, 2024
While there has been a lot of investor optimism this year, 2025 could be full of uncertainty. “Investors would be wise to curb their enthusiasm,” said Brian Krawez, president and lead portfolio manager at Scharf Investments during an appearance on Reuters TV on November 14, 2024. Brian highlights three things that investors should be aware of as we look to the new year, including heightened risk of recession, geopolitical tensions, and policy changes that the incoming Trump administration will want to enact. Also worrisome is debt, which could have an impact on the economy over the next 5-6 years.
Announcement
Jerry Beyke Quoted in The Wall Street Journal
November 14, 2024
In a Wall Street Journal article published on November 14, 2024, which highlighted recent investment activity by Warren Buffett and Berkshire Hathaway, Jerry Beyke offered his perspective on why Buffett and Berkshire have amassed a record cash pile of $325 billion. “It’s hard to find bargains,” said Jerry Beyke, a longtime Berkshire shareholder and senior investment analyst at Scharf Investments. “Buffett, before he puts money to work in a new idea, he wants a bargain.” Past performance does not guarantee future returns. Investing involves risk of loss.
Announcement
Brian Krawez Quoted in Barron’s
October 31, 2024
In a Barron’s article highlighting election uncertainty and its impact on the market, Brian Krawez offered his perspective. “I wouldn’t hide in the bunker because you’re worried that Trump’s going to win or Harris is going to win,” Brian Krawez, president of Scharf Investments, said. “The reality is the sun is likely to come up tomorrow and stocks over the long term will be a good place to be.” Past performance does not guarantee future returns. Investing involves risk of loss.
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Eric Lynch on CNBC: “The consumer is really driving this”
October 30, 2024
While the uncertainty around the U.S. elections have caused anxiety for investors, you aren’t really seeing that in the favorable economic data released last week. “Investors seem to be taking their cue from incredibly strong macro numbers,” said Eric Lynch, managing director at Scharf Investments, during an appearance on October 30, 2024 on CNBC. “The consumer is really driving this.”