5-8-2023 – What Do Rising Interest Rates Mean for Diversification?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 9 May 2023
⏱️ 46 minutes
🧾️ Download transcript
Summary
History offers investors key lessons.
(When the market expects borrowing costs to climb, correlations between stocks and bonds typically increase.)
Today's Stocks & Topics: CMA - Comerica Inc., IWM - iShares Russell 2000 ETF, OMF – One Main Holdings Inc., TSN - Tyson Foods Inc. Cl A, Investing Factors, June 1 Deadline, PCRSX - Principal Large Cap Growth Fund I R-1, VO - Vanguard Mid-Cap ETF, China Debt to GDP, RYI - Ryerson Holding Corp., U.S. Government Debt, BX - Blackstone Inc.
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Transcript
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| 0:00.0 | At a time, when investors are confronted with market volatility, and a variety of challenges |
| 0:11.5 | fueled by the uncertainty of inflation, unsettled geopolitical tensions, and economic pressures, |
| 0:18.9 | just incline and Steve Peasley, stand ready to take your finance and investment questions |
| 0:24.0 | and share their unbiased answers. |
| 0:27.2 | This is Invest Talk, independent thinking, shared success. |
| 0:32.2 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm serving |
| 0:37.8 | clients throughout the United States. |
| 0:41.1 | The clarity for your path forward starts now. |
| 0:45.5 | Here is KPP Financial President, Financial Advisor, Steve Peasley. |
| 0:51.3 | Good afternoon, everybody. |
| 0:55.2 | Welcome to Invest Talk. |
| 0:56.2 | I appreciate being with me. |
| 0:57.2 | It is Monday, May 8, 2023. |
| 1:01.2 | If you look back on the stock market and how it's been behaving, and performed, you may |
| 1:07.7 | see a very different market than we were a couple years ago. |
| 1:11.2 | You are going to see a very different market. |
| 1:13.8 | It hasn't done much this year, and frankly, to be honest, and I've said it many times, |
| 1:21.2 | I don't expect it to do much this year. |
| 1:23.8 | I think we're still going to remain in our bear market until the end of the year. |
| 1:31.5 | That means all last year, and so far all this year, it's a bear market. |
| 1:38.5 | This year hasn't been too much on the decline side, but I don't think we're finished, especially |
| 1:46.5 | as if I did raise a quarter point last meeting, the market kind of liked it. |
... |
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