Investors have become accustomed to strong market conditions over the past decade, largely due to quantitative easing and government support.

Macquarie Asset Management senior portfolio manager of the large-cap growth team Brad Klapmeyer joins Market Domination Overtime to offer insight into the market dynamics influenced by quantitative easing and other macroeconomic factors.

He explains how investors have been accustomed to favorable market conditions but warns that such conditions are not guaranteed. He also stresses the importance of quality investing in uncertain times.

“If you kind of rewind the tape and go back further in time, I think what you’ll realize is once we get past easy money, once we get past all this transfer of wealth from the government to the consumer and enterprises, it could be a much more challenging environment for investing,” Klapmeyer explains. “That’s just the reality.”

He adds, “We don’t just have good markets or great markets; some days we have resets and drawdowns, and those things occur,” acknowledging that even more downside is possible.

To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here.

This post was written by Josh Lynch