This article is authored by MOI Global instructor Peter Mantas, General Partner at Logos LP, based in Toronto.
The demise of the U.S. economy has been greatly exaggerated. The unemployment rate is low, so that should have a positive impact on consumer confidence, but it’s not so low that wages are growing quickly. From the shareholder’s perspective, margins are expected to remain high. In fact, earnings expectations for Q1 2019 are low and upside surprises are likely to push equities higher. With 23 companies in the S&P 500 having reported actual results for the quarter, 19 have already reported a positive EPS surprise and 13 have reported a positive revenue surprise.
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About The Author: Peter Mantas
Peter Mantas serves as General Partner of Logos LP. He has an assortment of business and financial experience at global institutions. Peter's prior experience includes senior managerial roles at large information service and enterprise technology companies in addition to legal experience within the capital markets, alternative investments and tax groups at McCarthy Tetrault LLP. Peter has also been involved in a variety of private equity transactions, ranging from retail to renewable energy, in addition to leading a proprietary trading team for a boutique desk. Prior to this, he held various economic research positions at the Export Development Bank of Canada, Statistics Canada and other various federal government departments.
Peter has both an LL.B. and B.C.L. from McGill University’s Faculty of Law. Prior to studying law he obtained an Honours Baccalaureate in Commerce, Magna Cum Laude, from the University of Ottawa, Telfer School of Management, where he received several awards of excellence.
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