RECENT PROGRAMS
FINANCIAL SURVIVAL THROUGH AN UNFORESEEN CRISIS WITH TOP FINANCIAL PLANNER MARK CORTAZZO
We are going to be talking to an award-winning financial planner about crisis management. COVID-19 reminded us that life-changing “Black Swan” events don’t just happen once in a century. They are an ongoing reality.
NEW ECONOMIC EXPANSION
Are we in the midst of a new economic expansion and secular bull market? Those are the signals from ClearBridge Investments’ Recovery Dashboard. Investment Strategist Jeff Schulze takes us through the indicators flashing green.
JEFFREY SCHULZE
- Director, Investment Strategist,
- ClearBridge Investments
- Will continue to be leading global market
- Add some cyclical and small-cap stocks which benefit from accelerating economic growth
ONE INVESTMENT: OWN U.S. EQUITIES
DEPRESSED GLOBAL VALUE STOCKS REPRESENT A VALUE INVESTOR’S DREAM SAYS FUND MANAGER SARAH KETTERER
One extraordinary characteristic of this pandemic period has been stock market performance. A recent Wall Street Journal headline captures it perfectly: “Turbocharged stocks blast off.” In its third-quarter market’s review, the Journal points out that “more stocks skyrocketed at least 400% in the first three quarters of the year than in any comparable period since 2000.”
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WHY THE 4 FORCES DRIVING THE ECONOMY’S COMEBACK ARE POWERFUL AND SUSTAINABLE
How surprised have you been by the market’s supercharged recovery from the March lows and the economy’s rebound from the COVID trough? By any measure, the snapback has been extraordinary. The shortest bear market in U.S. history, a mere 33 weeks from late February to late March, and a much faster recovery than expected.
As this week’s guest, Nancy Lazar told clients recently: “In the last expansion it took almost 9 years (until 2018) for unemployment to fall to 4.0%. Today the Fed expects (more likely wishes) to see 4.0% just 4 years into this expansion. And since this cycle’s Drivers are leveraged to the Fed’s main policy tool – interest rates – the Fed’s in a good position to make it happen.”
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WHY FED WATCHING IS KEY TO PREDICTING STOCK MARKET BEHAVIOR
“Don’t fight the Fed” has become an accepted Wall Street adage. It’s a phrase coined by Martin Zweig, a legendary technical analyst, and investor who predicted the 1987 market crash to the day and was the author of the 1970 investment classic Winning On Wall Street. Zweig wrote that “The monetary climate – primarily the trend in interest rates and Federal Reserve policy – is the dominant factor in determining the stock market’s major direction.”
Fast forward 50 years and “Don’t fight the Fed” is very much alive. This week’s guest has been following that dictum during his 40-year investment career. He says we are in the midst of a Fed-induced market melt-up right now.
He is Ed Yardeni, a respected Ph.D. economist, strategist, and Fed watcher who leads Yardeni Research, a global investment strategy firm he founded in 2007. A prolific writer, publishing a detailed daily Morning Briefing and comprehensive What I am Reading list, he is also the author of a new book, Fed Watching for Fun and Profit: A Primer for Investors.
He’ll discuss why the Fed has become even more important in predicting the markets and what its current policies mean for investors. Continue Reading »
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