Today, on The MarketBeat Podcast Kate chats with Rhys Williams, chief investment officer for the Opportunistic All Cap Equity, a long-short strategy at Spouting Rock Asset Management.
Amidst all the understandable (and very real) doom-and-gloom in today’s market, Rhys has identified some bright spots, and some areas where investors may see potential in the coming months.
Kate and Rhys discuss:
-Why Rhys believes the worst of the market downturn may be behind us
-Does Rhys think bonds are about to reverse the string of poor performance and should be “your friend” again
-Why Rhys believes earnings estimates will decrease in the coming quarters
-Will the 60/40 portfolio work for the latter part of the year, and why?
-What are commodity prices saying about the future of the market?
-How should investors be looking at their allocations, while considering investments such as MLPs or REITs?
-Why dividend yields should be a part of your investment strategy?
-How does Rhys view the future of the energy industry, and what that means for investors?
-What is the future of REITs, given that they track different types of properties?
-Why Rhys sees the snack, soft drink, and alcohol industries as potential defensive plays.
-Why Rhys sees a role for both funds and individual stocks in investors’ accounts
How to learn more about Rhys’ investment strategies:
https://spoutingrock.us/
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