Megan Horneman on Money Life Podcast with Chuck Jaffe
Megan Horneman, chief investment officer at Verdence Capital Advisors, joins Money Life Podcast. Says that despite the painful volatility and the rising potential for recession, investors should be looking for opportunities. This is opportunities particularly in the areas that have been most hurt by recent action as the market has been. Megan notes that global small and mid-cap stocks are in bear-market territory, pricing in a recession and the impacts of inflation and more. pricing in recession. “The times when everybody is running for the doors, that is when you want to go in,” Horneman says. She’s not racing into the market and urges patience, but she believes investors can be aggressive now and be happy long-term with the results.
Todd Rosenbluth, head of research at VettaFi, turns to a commodity fund for his ETF of the Week. Looking for a portfolio diversifier that will not move in sync with the market. Brian Mulberry of Zacks Investment Management — portfolio manager for the Zacks Earnings Consistent Portfolio — talks stocks in the Market Call. Chuck looks at what was, for most investors, the largest single day’s gain they have seen in their lifetimes and how to use the recent stress and relief as a means of gauging if your portfolio is properly positioned for your needs and mindset now.”
See the Money Life Podcast episode with Megan at the link below.
https://moneylifeshow.libsyn.com/verdences-horneman-this-market-calls-for-cautious-opportunism
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