Two experts see varied, multiple reasons for optimism into 2022


Manage episode 307894060 series 2562870
Creato da Money Life with Chuck Jaffe and Chuck Jaffe, autore scoperto da Player FM e dalla nostra community - Il copyright è detenuto dall'editore, non da Player FM, e l'audio viene riprodotto direttamente dal suo server. Clicca sul pulsante Iscriviti per rimanere aggiornato su Player FM, o incolla l'URL del feed in un altra app per i podcast.

Two portfolio managers provide a lot of reason for investor optimism in today's show, with Larry Cordisco of Osterweis Capital Management discussing 'pockets of opportunity' in the market, highlighted by quality names that have actually been lagging behind the market as it has returned to record-high levels. Cordisco sees opportunities in dividend-paying stocks, which is particularly important for investors looking for income. Meanwhile, Jack Janasiewicz of Natixis Investment Managers says that strong corporate earnings and consumer spending should be able to overcome inflation concerns to limit the market's potential for a downturn, turning any downturn into a buying opportunity for long-term investors. Also on the show, Noland Langford of Left Brain Investment Research revisits Nvidia and Bath and Body Works to see if they can continue their fast-growth trajectory after positive third-quarter earnings reports, and Chuck answers an audience-member's question about U.S. Savings Bonds.

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