A Better Investment Choice: Cyclical Sectors
The recent aggressive interest rate hikes by the Federal Reserve caused a crisis in some super-regional banks, but the damage has been contained and has not affected the entire banking industry. However, Federal Reserve Chair Jerome Powell believes that the economic toll of such aggressive tightening could be different this time.
Savita Subramanian, Head of U.S. Equity and Quantitative Strategy at BofA Global Research, also shares this opinion and recommends stocks over bonds and cyclical sectors over defensive ones, contrary to most institutional investors surveyed by BofA.
Subramanian has been named a top-ranked analyst by Institutional Investor for the last 10 years and to Barron’s list of the 100 Most Influential Women in U.S. Finance for the past three years.
#federalreserve #interestrates #cyclicals #quantitativeeasing #stockmarket
00:00 Hello
00:47 Introduction
02:35 Interview with Savita Subramanian
22:15 One Investment
24:40 Action Point
WEALTHTRACK episode 1946, broadcast on May 12, 2023
More Info: https://wealthtrack.com/why-owning-stocks-over-bonds-cyclicals-over-defensive-is-savita-subramanians-contrarian-call/
Видео A Better Investment Choice: Cyclical Sectors канала WEALTHTRACK
Savita Subramanian, Head of U.S. Equity and Quantitative Strategy at BofA Global Research, also shares this opinion and recommends stocks over bonds and cyclical sectors over defensive ones, contrary to most institutional investors surveyed by BofA.
Subramanian has been named a top-ranked analyst by Institutional Investor for the last 10 years and to Barron’s list of the 100 Most Influential Women in U.S. Finance for the past three years.
#federalreserve #interestrates #cyclicals #quantitativeeasing #stockmarket
00:00 Hello
00:47 Introduction
02:35 Interview with Savita Subramanian
22:15 One Investment
24:40 Action Point
WEALTHTRACK episode 1946, broadcast on May 12, 2023
More Info: https://wealthtrack.com/why-owning-stocks-over-bonds-cyclicals-over-defensive-is-savita-subramanians-contrarian-call/
Видео A Better Investment Choice: Cyclical Sectors канала WEALTHTRACK
Показать
Комментарии отсутствуют
Информация о видео
Другие видео канала
Portfolio HousecleaningTax-Efficient Investing: Optimizing Asset Location with Higher-Yielding AssetsForget AI Hype! Pick the RIGHT Players for REAL Profits!Gold vs. Bonds: The Shiny Showdown!Jobs Boomin', Recession Zoomin'? The 2024 Economy Explained in 8 SecondsAI Revolution in Big Companies 🔍💼 | Top Beneficiaries Revealed!Portfolio Diversification: Maximizing Returns and Minimizing RiskToday's CashStock Values & Recession #investingstrategyInvesting in ChinaThe Fed & the 2024 Election #investingstrategyEmerging Markets TransitionBullish Insights: Ed Hyman's Annual Forecast #investingstrategyActive Strategies for Vanguard's $1.3 Trillion Total Stock Market Fund #investingstrategyMastering the Vanguard Total Stock Market Index Fund - A Deep Dive! #investingstrategyWhere will risk be lower… #investingstrategyReducing Exposure #investingstrategyThinking About Risk #investingstrategy"I don't care what they think…" #investingstrategyGenerate more savings with less! #investingstrategyPortfolio Fire Drill! #investingstrategy