Schwab Network Welch’s ‘Dog Walk’ Market Strategy
4 snips
May 6, 2025 Scott Welch, Chief Investment Officer at Certuity, shares his insightful market strategy, likening it to taking a 'dog walk' during turbulent times. He advises against panic and suggests a careful approach to risk. Anticipating a rate cut in June, he highlights the potential for clarity in U.S. trade policy. While advocating for international investments and small to mid-cap stocks, he currently considers large-caps as a safer bet. His thoughts on navigating economic uncertainty provide valuable insights for investors.
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Stay Calm and Diversify
- Avoid panicking or taking excessive risks during uncertain markets.
- Maintain a diversified portfolio and focus on steady, long-term investing.
Fed's Data-Driven Caution
- Fed decisions will hinge on data, balancing inflation and employment goals.
- Tariffs may affect inflation, urging a cautious, data-dependent approach.
Diversify with Value and Global Stocks
- Invest globally with a focus on valuation rather than relying on U.S. large-cap growth dominance.
- Consider value stocks and international markets, but be cautious with small and mid caps now.