Kepler & Partners' Kimberley: Never bet against America

What goes up must come down?

clock • 4 min read

Despite the overexuberance we have seen during the pandemic, US companies will remain an important part of investors’ portfolios heading into 2022.

Just over a decade ago, Business Insider CEO Henry Blodget published an article titled The Odds Are Increasing That Microsoft's Business Will Collapse. As the rather hyperbolic headline suggests, Blodget made the case that one of the world's largest technology companies was in a death spiral and could even cease to exist. Since that piece was published, Microsoft has increased in value ten-fold and almost tripled its revenue - a remarkable feat for a company that was already making over $60bn a year. It has also brought out a host of innovative products and expanded into different parts ...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment Trusts

Edinburgh Worldwide pledges £130m capital return amid changes to boost performance

Edinburgh Worldwide pledges £130m capital return amid changes to boost performance

Capital return opportunity in 2025

Valeria Martinez
clock 20 November 2024 • 3 min read
Miton UK MicroCap trust headed for voluntary wind-up

Miton UK MicroCap trust headed for voluntary wind-up

‘Challenging’ performance and dwindling assets

Cristian Angeloni
clock 19 November 2024 • 1 min read
Worldwide Healthcare backs board members after shareholders express independence concerns

Worldwide Healthcare backs board members after shareholders express independence concerns

Doug McCutcheon and Sven Borho

Linus Uhlig
clock 18 November 2024 • 2 min read
Trustpilot