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 .
Zach Jonson, Chief Investment Officer at Stack Financial Management, says that inflationary pressures that haven't been seen in over 40 years and the tightest labor market in history mean that, "This is not your father's market," and investors need to go old school and get more defensive.
The SFM Portfolio Management Team examines three key macroeconomic themes heading into 2022, and answers questions about portfolio positioning for the year ahead - including specific strategies and portfolio holdings.
Zach Jonson, Chief Investment Officer at Stack Financial Management, discusses the information being conveyed by market internals today, including some of the technical damage he sees in market breadth and speculative investor sentiment, despite an S&P 500 Index that is pushing up against its all-time high.
Zach Jonson, Chief Investment Officer at Stack Financial Management, says that the market is reaching all-time highs with 'weaker and weaker breadth and more narrow selectivity,' and that this dichotomy indicates that the risk of a correction is rising.
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.
The SFM Portfolio Management Team examines the dynamics stemming from the COVID-19 pandemic, reviews current market and economic conditions, and outlines SFM portfolio positioning for the path ahead.
Zach Jonson, Chief Investment Officer at Stack Financial Management, says that the Standard and Poor’s 500 is broken, failing to represent the broad domestic economy, which is one big reason why the market performed well while the economy was suffering in 2020.