As all eyes are on the Federal Reserve, Keith Buchanan, GLOBALT Investments senior portfolio manager, joins Wealth! to discuss how investors can best...
As all eyes are on the Federal Reserve, Keith Buchanan , GLOBALT Investments senior portfolio manager, joins Wealth! to discuss how investors can best position their portfolios for the interest rate easing cycle ahead.
What are some sectors that could be poised to make gains and how should you be setting up your portfolio in anticipation here to share some tips and advice is keep Buchanan Global Investments, senior portfolio manager.Especially if we're still sort of teetering between expectations of a 25 and 50 basis point cut.
Um So there's a level of anticipated disappointment on one side or the other, uh whether we go 50 or 25 basis points.I think that's why you're seeing some mixed reactions today in the marketplace.Um But uncertainty about whether, whether the fed is going to continue to take monetary policy and that's why we think the rhetoric around uh the press conference is also critically important.
Um Also, if that is the case and there is more rhetoric around softness in the economy, we expect the consumer oriented names that have leveraged to a trade down uh from consumer behavior to also Latina benefit uh names like Walmart kind of come to mind as far as those um avenues to play that, that consumer trade going forward.
And so for people who are looking at the time horizon here, if this, if this is the start of rate cuts what does that mean for, how far out investors really should be looking when they're trying to make some of these investment decisions?And that's, that's one topic that we've tackled a lot uh, within our environment and our discussions, the market expecting, uh, 250 basis points of cuts over the next 12 months.
Um As we start to get more data in and we hear more from the Federal Reserve as to the trajectory of, of rate cuts that could benefit again, some certain parts of this economy, but also hopefully not justify or, or be justified by a uh weakening um a weakening economy that could put pressure on all segments of our, of our asset last game.
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