In this Forbes article, George Schultze notes that the economic expansion the Trump administration predicted is less than expected. However, he believes there are many opportunities available for potential profit in the markets for those who do their homework.
Amid the release of emails by Donald Trump Jr., the Dow Jones Industrial Average dropped about 160 points in 20 minutes, according to Elena Popina and Oliver Renick at Bloomberg News. George Schultze also weighs in on the situation. Be sure to follow the link for the full article.
In his latest article for Forbes, George Schultze discusses why, amid the Fed’s slow-but-steady tightening and the U.S. government’s slow-but-likely fiscal expansion and tax cuts, he expects the U.S. economy to keep growing. Additionally, George delves into why lower default rates do not necessarily translate into fewer distressed securities opportunities. Be sure to read the full article for more insights.
Regardless of the industry or strength of a company following a reorganization, it can take the markets a considerable amount of time to warm up to a reorganized entity. With this in mind, George Schultze makes the case for General Motors, and why it remains one of the market’s fundamentally undervalued companies.
As Puerto Rico files for the largest ever US local government bankruptcy, George Schultze brings his expertise to the table and weighs in on the situation in a Reuters article by Nick Brown.
In an article for Forbes, George Schultze examines the benefits of investing in distressed securities, even though default rates are low. George predicts that with future interest rate hikes, a new distressed cycle will develop and provide greater opportunities in fixed income investing.
In his Forbes article, George Schultze explores why it’s critical for money managers to have an exit strategy in in place as a check on their fundamental analysis – regardless of how good their fundamental valuation skills may be. To read more about this, and how it fits in with the 80/20 rule, click the link below.
In his latest commentary for Forbes, George Schultze takes a look at macroeconomic conditions, and the possibility of a rising rate environment, to explore the opportunities available for distressed investors.
Bloomberg reporters Oliver Renick and Brian Chappatta take a look at financial market moves under the new Trump presidency and what this means for managers, including insights from George Schultze.
In an article for Forbes, George Schultze takes a look at what happens when companies come out on the other side of bankruptcy and begin to trade once again on the open market, and the opportunities that arise for investors.