Today, on The MarketBeat Podcast Kate chats with Rhys Williams, chief investment officer for the Opportunistic All Cap Equity, a long-short strategy at Spouting Rock Asset Management.
Amidst all the understandable (and very real) doom-and-gloom in today’s market, Rhys has identified some bright spots, and some areas where investors may see potential in the coming months.
Kate and Rhys discuss:
-Why Rhys believes the worst of the market downturn may be behind us
-Does Rhys think bonds are about to reverse the string of poor performance and should be “your friend” again
-Why Rhys believes earnings estimates will decrease in the coming quarters
-Will the 60/40 portfolio work for the latter part of the year, and why?
-What are commodity prices saying about the future of the market?
-How should investors be looking at their allocations, while considering investments such as MLPs or REITs?
-Why dividend yields should be a part of your investment strategy?
-How does Rhys view the future of the energy industry, and what that means for investors?
-What is the future of REITs, given that they track different types of properties?
-Why Rhys sees the snack, soft drink, and alcohol industries as potential defensive plays.
-Why Rhys sees a role for both funds and individual stocks in investors’ accounts
How to learn more about Rhys’ investment strategies:
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Stagflation is an ugly mix of low economic growth punctuated by high unemployment. And at the root of it all is inflation. For a long time, many economists believed that stagflation was not possible. However, the 1970s changed that thinking. Not only were U.S. consumers facing high inflation, they were also dealing with high unemployment.
And according to some analysts, history may be getting ready to repeat itself. While economists seem to be split on the probability of a recession, there is growing concern that the United States is entering a period of stagflation. In an effort to combat inflation, the Federal Reserve is pledging to aggressively increase interest rates. There's already evidence of slowing economic growth and waning demand. The next shoe to drop may come in the employment numbers.
This means that investors need to turn their attention to stocks that have the attributes to combat stagflation. This includes companies that have the potential to deliver strong free cash flow. One reason for this is that a healthy cash flow can be applied to reward shareholders with a dividend. And that can boost the total return. Here are seven stocks that can help investors do just that.
View the "7 Stagflation Stocks to Help Navigate Periods of Low Growth".