What conditions are in place in the market today to moderate extreme pessimism? In today's video Observations and Expectations, Virtus Senior Managing Director and Chief Market Strategist, Joe Terranova, addresses the question.
How should investors respond to this week's Federal Reserve announcement? In this week's video Observations and Expectations, Virtus Senior Managing Director and Chief Market Strategist, Joe Terranova, addresses the question.
“Market performance following mid-term elections has been positive in every period since 1939. Historical statistics might suggest long-term investors will find the current market correction to have been an opportunity.”
–Joe Terranova, Chief Market Strategist, Virtus Investment Partners
How should investors interpret last Friday's inflation report? In today's video Observations and Expectations, Virtus Senior Managing Director and Chief Market Strategist, Joe Terranova, addresses the question.
What is the distinction between a bear market and an overall market correction? In today's video Observations and Expectations, Virtus Senior Managing Director and Chief Market Strategist, Joe Terranova, addresses the question.
“Persistent, elevated volatility continues to be the dominant characteristic for the 2022 price and time correction.”
–Joe Terranova, Chief Market Strategist, Virtus Investment Partners
In today's video Observations and Expectations, Virtus Senior Managing Director and Chief Market Strategist, Joe Terranova, explains the process of the Fed's balance sheet reduction.
How do you defend against persistent volatility? Diversification or concentration? In this video Observations and Expectations, Virtus Senior Managing Director and Chief Market Strategist, Joe Terranova addresses the question.
“Today’s investors should keep in mind the 1964 Rolling Stones classic, ‘Time Is on My Side,’ especially its opening lyric: ‘Time is on my side, yes it is!’”
–Joe Terranova, Chief Market Strategist, Virtus Investment Partners
“Market performance following mid-term elections has been positive in every period since 1939. Historical statistics might suggest long-term investors will find the current market correction to have been an opportunity.”
–Joe Terranova, Chief Market Strategist, Virtus Investment Partners
“The Federal Reserve today has not become hostile. Rather, they are more like a frustrated parent at the end of the day, not fully exhibiting their typical parental affection.”
–Joe Terranova, Chief Market Strategist, Virtus Investment Partners
“In 2021, the S&P 500® Index recorded one of its highest risk-adjusted returns in several decades. While risk is always present in the capital markets, in 2022 it may reshape itself in defense of elevated volatility, monetary tightening, and inflationary pressures that challenge the resiliency of consumer spending and corporate profit margins.”
–Joe Terranova, Chief Market Strategist, Virtus Investment Partners
“Exposure to the strong consumer and the strong corporate climate are critically important opportunities for today’s investors.”
–Joe Terranova, Chief Market Strategist, Virtus Investment Partners
“Since the S&P 500 Index hit an intraday bottom of 2191.86 on March 23, 2020, dispersion has prevailed. While it may be tempting to concentrate in certain equity sectors, the only sector that I would overweight is diversification.”
–Joe Terranova, Chief Market Strategist, Virtus Investment Partners
“In 2021, dispersion prevails in the equity market. The only sector that I would overweight is diversification. Investors should own all the sectors.”
–Joe Terranova, Chief Market Strategist, Virtus Investment Partners
“The prudent approach in today’s climate is to pursue balance and avoid excessive leverage.”
–Joe Terranova, Chief Market Strategist, Virtus Investment Partners
“Balance and reasonable portfolio expectations are prudent approaches to the end of the pandemic and the beginning of a bull market for society.”
–Joe Terranova, Chief Market Strategist, Virtus Investment Partners
“At even strength, the game is still winnable, but it has gotten a little harder to score a goal.’”
–Joe Terranova, Chief Market Strategist, Virtus Investment Partners
“Risk will be the most important word for investing in 2021. Consider ‘How much can I lose?’ before asking ‘How much can I gain?’”
–Joe Terranova, Chief Market Strategist, Virtus Investment Partners
“The defining event for risk assets in 2020 was the introduction of a fiscal, monetary, and healthcare ‘mosaic of coordination’ in response to the COVID-19 ‘crisis of preservation.’”
–Joe Terranova, Chief Market Strategist, Virtus Investment Partners