Investing Strategies: Positioning Your Portfolio For Q4 And Beyond | Hosted By Alissa Coram

TL;DR

Neela Richardson, investment strategist at Edward Jones, discusses the current market volatility, trade concerns, and the importance of realistic perspective and staying invested in Q4 and beyond.

Transcript

hi everyone and welcome to investing strategies it's Alisa chorim with investor's business daily from the Nasdaq market site in Times Square with global growth concerns and signals of economic softness here at home this week it's all about how to position your portfolio holdings for q4 and beyond Edgar Jones is here to share insights about the asse... Read More

Key Insights

• ™️ Trade concerns have created market volatility, and investors should focus on actions rather than rhetoric.
• 😮 Slower global growth shouldn't come as a surprise, and investors should have a realistic perspective.
• 📼 Politics and elections shouldn't dictate asset allocation, as economic fundamentals matter more.

Questions & Answers

Q: How do trade concerns affect the market?

Trade concerns have created market volatility, with reactions to any news on trade progress. It is important to focus on actions rather than rhetoric and anticipate volatility in the market.

Q: Should investors be worried about a global growth slowdown?

While there are concerns about slowing global growth, it shouldn't come as a surprise. The boost from tax cuts is fading, and growth is expected to continue at a slower pace. Investors should have a realistic perspective and consider the resilience of the consumer.

Q: How should investors approach their portfolios during an election year?

Investors should avoid making their portfolios partisan and not let elections dictate their asset allocation. History shows that economic fundamentals matter more than politics, and the economy is expected to continue holding up despite impeachment processes and headlines of slowing growth.

Q: In terms of asset classes, what opportunities are there for investors?

Neela Richardson suggests considering international equities, both in developed countries and emerging markets. Valuations of these companies compared to the S&P 500 make them attractively priced for long-term investors. Additionally, there are certain secular trends, such as the transition in China to a consumer-led economy, and the stabilization of growth in the eurozone.

Summary & Key Takeaways

• Neela Richardson emphasizes that a trade deal is a long process and investors should look past the rhetoric and focus on the actions taken, such as the removal of tariffs.

• Investors should have a realistic perspective and expect volatility in the market, as well as slower growth globally. However, a recession is not expected.

• Richardson advises investors to stay in position, have enough bonds to navigate market ups and downs, and not let daily headlines dictate portfolio decisions.