TAM Market Pulse: Tom Wald

Stocks Reach Record Highs: Where from Here? (06/24)


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The most recent bear market appears to have come and gone, and stocks have rallied to reach all-time highs amid concerns about a possible recession, inflation, corporate earnings, interest rates, and election year uncertainties. In fact, the S&P 500® has seen an upside move of 50% since October of 2022, when the bear bottomed out. Are the market’s current tailwinds enough to push stocks even higher, or is its resilience already reflected in current prices, making now the time to expect a pull back? Tom Wald, Chief Investment Officer of Transamerica Asset Management, Inc., discusses in a new Market Pulse his outlook for stocks following their recent climb to record levels. Hear Tom assess how well positioned stocks are and why he sees corporate earnings growth as their most important catalyst going forward. 

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TAM Market Pulse: Tom WaldBy Transamerica Asset Management (TAM)

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