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it's - 1 Veronica Willis - 1 Cash - 1 David Kostin - 1 CNBC's - 1 JPMorgan - 1 Ray Dalio - 1 Willis - 1
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Search resuls for: "Veronica Willis"


3 mentions found


☆ Cash vs. stocks: The pros weigh in on where to invest for the rest of the year
  + stars: | 2023-09-15 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +5 min
"As cash yields remain elevated and inflation has cooled significantly from last year's levels, cash yields moved into positive territory on a real, inflation-adjusted basis after a few years of negative real yields," said Veronica Willis, global investment strategist at the firm. The pros weigh in on whether it's a good idea to stay in cash for the remainder of the year. Cash to 'outperform' stocks In a Sept. 7 note, Barclays said it believes cash will, in the fourth quarter, outperform stocks for a second straight quarter. So, for a second straight quarter, we prefer the company of cash over stocks and bonds," Barclays wrote, describing major asset classes as "still unattractive." "If short-term interest rates fall, short-term investments or cash investors will need to reinvest at a lower rate, reducing future returns.
Persons: it's, Veronica Willis, Cash, David Kostin, CNBC's, JPMorgan, Ray Dalio, Willis, Schroders, —, Balakrishner, Michael Bloom Organizations: U.S . Federal, Treasury, Fargo Investment Institute, Barclays, Billionaire, Bridgewater Associates, Milken Institute Asia Summit, Wells, Wells Fargo Investment Institute Locations: Fargo, U.S, Singapore, Wells Fargo
☆ Retiring soon? Here's how to invest in a choppy market, according to the pros
  + stars: | 2023-05-09 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +5 min
So how should one invest, bearing in mind a shorter investing horizon for retirees and their need to have some savings? Go for short-term bonds Short-duration Treasurys still offer attractive yields, according to Austin Graff, chief investment officer at Opal Invest. Investors flocked to short-term Treasurys late last year amid higher rates, and yields jumped. "The idea of allocation a third of the investors' portfolio in equity is to benefit from higher capital growth." These types of investments can also provide those same benefits throughout the long-term retirement time horizon," she said.
☆ Nearing retirement? Here's how to allocate your portfolio right now, according to the pros
  + stars: | 2022-10-17 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +4 min
It's a tricky time for those nearing retirement: markets are persistently volatile and inflation is eating away at cash. Despite the uncertainty, asset managers and analysts says it's important to remain invested if you're nearing retirement or are already retired. However, the recent surge in bond yields presents an opportunity for retirement investors, said Willis. Choose stocks wisely Wells Fargo Investment Institute's Willis agreed that instead of completely abandoning stocks, the key for those nearing retirement might be a tweak in strategy. "Tactically there could be a counter trend rally in global equities under way from the September low right now in October."
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