In this webcast the SFM Portfolio Management Team revisits their key economic themes for 2023 and provides an inside view of our active management. Additionally, they discuss some exciting long-term investment opportunities and underappreciated risks going forward.
Zach Jonson, Chief Investment Officer at Stack Financial Management, discusses some of the positive technical signals to start this year. From a strategic standpoint he stresses patience, as the many macro-level headwinds today suggest that the market will either retest prior lows or set new ones.
In this webcast the SFM Portfolio Management Team examines the tug-of-war between recent technical strength and macroeconomic weakness. Additionally, they discuss how our active and nimble investment process will both manage risk and seek opportunity in the year ahead.
The SFM Portfolio Management Team discusses the path for inflation and the economy going forward, examines a major risk for the 2nd half of 2022, and offers our rules for investing in a bear market.
Zach Jonson, Chief Investment Officer at Stack Financial Management, says that the current lack of bullish confirmation from long-term breadth and leadership indicators suggests that recent gains are more likely a bear market rally rather than the start of a new bull market .
As we approach the holiday season each year, we always feel that it is important to take time to reflect on the things that provide us with a tremendous sense…
Jim shares stories and historical knowledge that shaped him as an investor and the lessons learned along the way. They also discuss the development of select key technical indicators and the role they play in the current market environment.
Video Presentation by the SFM Team The SFM Team talks about the 3 Secrets to "Bullet Proof" Your Portfolio for 2019. This video presentation features James Stack, Joe Laszewski, and…
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