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Podcast: Money Life with Chuck Jaffe
Episode: Neuberger's Blazek: Strong fundamentals will carry this market into '26
Description: Jeff Blazek, co-chief investment officer of multi-asset strategies for Neuberger Berman says that "valuation becomes less important when you have high conviction in sustained growth of earnings, economic growth and high return on equity," which is why he's focused on the earnings portion of price/earnings and is plowing forward with stocks even with the markets near record highs. Blazek acknowledges that valuations are stretched, but says that is much more important during times when there is less confidence in the economy continuing to grow and power solid earnings. Blazek likes the looks of international investments — particularly Japan and Ch...