over the next five years
Victor Haghani said investors should not assume equities will deliver strong earnings growth over the next five years, although he argued that earnings expectations are not the main driver of current ownership. 1 Joseph Wang said five-year Treasury yields reflect expectations for the path of overnight Fed policy over that period, while his discussion of the AI trade presented a live possibility of renewed gains but also bear-market characteristics. 2
Where the voices land
Nobody took a position in august 2026.
Mentions
2 in August 2026Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Jack Farley 1 mention
- Joseph Wang 1 mention
- Victor Haghani 1 mention
See what your own voices say about over the next five years, every morning.
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