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Podcast: Money Life with Chuck Jaffe
Episode: Orion's Vanneman: Look to small caps, foreign stocks and value in '23
Description: Rusty Vanneman, chief investment strategist at Orion Portfolio Solutions, says that persistent inflation -- for longer than most observers are expecting -- is going to keep the Federal Reserve hawkish for longer, which investors will have to adjust to by diversifying away from the mega-cap stocks that have been a particular drag on portfolios this year. He suggests that investors look to small-cap stocks, non-US issues plus real assets and value investments to smooth out the ride in the year ahead. In The NAVigator segment, John Cole Scott of Closed-End Fund Advisors and the Active Investment Company Alliance looks ba...