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We do depend upon a global talent base to grow these companies. And at these valuation levels, history tells us that you can really only generate mid-single digits going forward.

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And so if we’re talking about a corporate tax rate coming from 26% down to 20%, which is a suggestion that’s been made by some in the GOP, that could drive 10 percentage points plus in terms of earnings growth next year.And if the pace of investment picks up, productivity certainly can pick up. The partnership between India and Silicon Valley is extremely strong. And we are not graduating enough STEM majors here in the United States, given our rising cost of education.This year may end up, in a really optimistic scenario, being the bottom of the productivity cycle. It is also really hard to retool people into these specialty skills rapidly. Will a new era of Republican rule add more fuel to the aging bull market, or generate a new kind of uncertainty? investors have lived in a financial paradox—fretting about slow economic growth while watching stock markets steadily climb.Have we really reached the end of the 30-year bull market in bonds?

Bonds have been getting expensive, and more expensive, and more expensive.

Rowe Price; Ann Winblad, cofounder and managing partner of Hummer Winblad Venture Partners, a venture capital firm that has been investing in enterprise software firms since 1989; Krishna Memani, chief investment officer at Oppenheimer Funds, which has $219 billion under management; and Heather Kennedy Miner, global head of strategic advisory solutions at Goldman Sachs Asset Management MATT HEIMER: Let’s start with what people on Wall Street have been calling the Trump Trade. Since then, stocks have been rallying and bond prices have fallen pretty sharply. These moves reflect a change in conversation and a change in the tone for the markets.

Donald Trump surprised the pundits by winning the U. For the longest time we have been talking about disinflation and deflation.

But if we can also get soft infrastructure investment, that can drive higher productivity and, ultimately, drive greater output and reinforce monetary policy. And yet here’s a company with 70% of its earnings in Asia.

That’s going to have the best output and growth impact for the economy. In not just Hong Kong and Singapore, but rapidly growing places like Indonesia, Vietnam, Thailand, and China, where they’re typically in the top three in life insurance.

There’s been this tectonic shift away from more economically defensive companies in consumer staples, utilities, and other interest rate-sensitive stocks—what we call long duration stocks, meaning they pay out cash over long periods. Immigration plays very heavily, because all of these companies are global.