What Investors Must Know About Market Shifts After Fed Rate Cuts and Election Year Volatility
Explore expert insights with Jayson Bronchetti, Lincoln Financial's Chief Investment Officer, on how Fed rate cuts reshape the market and what investors should anticipate during this dynamic election year. Discover why private markets are gaining favor and how concentrated stock winners impact portfolio strategies.
Episode 191 of the ZAMONA Express with Caleb Silver (June 10, 2024)
Join Jayson Bronchetti, Chief Investment Officer at Lincoln Financial, on The Express as he unpacks the real effects following Federal Reserve rate cuts and offers guidance on navigating the stock market amid the uncertainties of this election year. Learn why institutional investors and insurance firms are increasingly turning to private markets as public company numbers decline. Additionally, discover how the recent trend of market leadership concentrating in fewer high cash flow stocks is influencing active portfolio managers to focus on a narrower selection of winners than ever before.
Helpful Resources for Further Reading:
- Understanding Market Dispersion
- What Elevated VIX Reveals About Ongoing Market Anxiety
- Market Outlook: Key Expectations This Week
- Watch the Full Interview with Jayson Bronchetti
- About Jayson Bronchetti - Lincoln Financial Leadership
- CBOE Dispersion Index Overview
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