In our regular, quarterly series, Mark Freeman, Co-Chief Investment Officer, speaks with Nick English, Assistant Vice President and Private Client Advocate, about the current volatility in the market and how it affects you as an investor. What should you do at times like these? Hear his comments on both policy-related and macro-related sources of this volatility, learn about operation twist and hear about other components of stimulus to the economy and how these elements can affect the markets.
Investor tolerance for risk took a sharp nosedive during the third quarter as a number of global events conspired to reduce optimism about future economic growth, both here and abroad. Foremost among these events was the failure of policy makers in the U.S. to put aside partisan bickering and compromise on extending the debt ceiling until the eleventh hour.
Hear comments from David Spika, Senior Vice President and Investment Strategist, on the importance of risk management and the ability to recognize opportunities when fear and volatility are at their peak. Learn about Westwood’s investment philosophy, our policy for managing risk, and various areas to consider when reviewing a portfolios’ investments
All investors are facing volatility – across multiple asset classes and the capital structure. Hear thoughts from Mark Freeman, Co-Chief Investment Officer, on the current environment, the Fed’s path of dealing with the financial crisis, and how we at Westwood are proceeding in this environment.
Susan Byrne, founder and Co-Chief Investment Officer, comments on the misperception in the market related to the Greece sovereign debt crisis and shares her belief that the US can avoid a recession which is critical to the fundamentals of profitability in 2011 and next year for the S&P 500. While the deleveraging of debt around the world persists, we believe where our portfolios are positioned now represents long-term value.
