Jul 31, 2024
Geoff Dailey, head of U.S. equities at BNP Paribas Asset Management, says in The Big Interview that he thinks "Any pullback should be bought" right now, noting that concerns over the economy, inflation, the strength of the consumer and more will add some volatility but are not likely to derail the market. Meanwhile,...
Jul 30, 2024
Marty Fridson, chief investment officer at Lehmann Livian Fridson Advisors, says that while politics dominates the news, it shouldn't be creeping into investors' portfolio moves, as available research shows that market results have proven to be better by riding the market regardless of the party that holds the White...
Jul 29, 2024
Vincent Reinhart, chief economist and macro strategist at Dreyfus - Mellon, says investors should "Never count out recessions," but he notes that the chances of one happening amid current economic strength are low, less than the 15 percent of the time that recessions normally happen. Moreover, he notes that recessions...
Jul 26, 2024
Zach Jonson, chief investment officer at Stack Financial Management, says that while the stock market has been moving to record highs, "it wasn't healthy." He says that market valuations are overblown, with concentration in the index being more of a concern than at any time in history, which means that...
Jul 25, 2024
Eric Crittenden, chief investment officer at Standpoint Asset Management, says the market has weakened to where there are no "great, super-strong trends out there," but he thinks the market is entering a transition period where new trends will start and emerge. That transition may not include a recession, Crittenden...