Investing Experts Portfolio positioning for an uncertain market with next gen investors
Sep 3, 2025
Julia Ostian, an analyst at Seeking Alpha, shares her insights on portfolio strategies during uncertain times. Jack Bowman discusses the effects of macro trends like oil prices and global bonds on investments. Kenio Fontes focuses on stock selection in the tech sector, particularly amidst high valuations and earnings growth. Together, they explore buying dips, the implications of yield curve steepening, and the necessity of a balanced approach to navigate current market volatility.
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Autumn Market Fragility
- The market feels precarious despite all-time highs, like a board balanced on balls.
- Julia warns autumn volatility could expose that underlying fragility and urges preparedness.
Position For Where You'll Hold Through A Bear
- Reposition your portfolio to places you'd be comfortable holding through a bear market.
- Julia says she spent six months adjusting holdings and will locate capital where she can stomach volatility.
Yield Curve Is Steepening Globally
- Long-term bond yields are rising worldwide while equities remain elevated.
- Jack highlights a steepening yield curve and asks why investors buy stocks when 30-year treasuries yield near 5%.