Equities will likely bottom by mid-October, says Voya Investment’s Barbara Reinhard | Onlyinvesting.info



Barbara Reinhard, Voya Investment Management CIO of multi-asset strategies and solutions, joins ‘Squawk Box’ to discuss the latest market trends, the Fed’s rate path outlook, impact of the 2024 elections on the equity market, and more.

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43 thoughts on “Equities will likely bottom by mid-October, says Voya Investment’s Barbara Reinhard | Onlyinvesting.info”
  1. Going back at least 50 years I checked the S&P500 in each presidential election year, and I can only find two examples where she was conclusively right: 2000 and 2008, where the market was definitely lower in October than it was in June that year. So, two times in the last 50 years, and I think we can say those years really had nothing to do with the presidential election. The rest of the years stocks are either flat-ish or up in October compared to how they were in June of that year. It's like those people that come on the show and say the Fed will cut rates during presidential election years because that's what they "always" do. You go back and check and find that the Fed has hiked more than it has cut (or no change) during presidential election years going back to the 1950's.

  2. It's clear that you have a good understanding of the power of compound interest and the benefits of long-term investing. Investing in the S&P 500 index can indeed be a reliable strategy for many individuals, offering diversification across a broad range of large-cap U.S. stocks. Additionally, utilizing the expertise of a professional analyst can potentially enhance wealth creation by leveraging their insights and strategies.

  3. There is likely more to go down in the coming weeks because there are still short sellers who need to go bust before the markets can go back up. We need to ban short selling to involve tribalistic short selling. This instils tribalism in the investment world, undermines the process of investing as well as speculating, and does harm to the US economy. These social justice short sellers are weak and will be shaken out this year and it will drive the ones being shorted to the shies. Like CNN and fox news make political groups less informed, we need to make sure that news sources keep investors informed.

  4. 80% equities 20% cash. I plan to take advantage of the s&p 500 as leading indicators predict above 10% rise by this year, my only issue is how to properly allocate a large stock/bond portfolio for substantial gains at minimum risk.

  5. I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement. I'm seeking to invest $200K across markets but don't know where to start.

  6. "Let me finish!" Thank God some of the guests stand up to the interrupting/know-it-all duo of Andrew and Joe. Practically unwatchable, had to switch to Bloomberg before 9AM EST.

  7. Beware of anyone who says they can predict the short-term direction of equity prices. If she were that good she wouldn’t be working at Voya. She’d already be sitting on the beach having cashed in on all her massive prescient calls.

  8. Love Joe, he keeps it entertaining πŸ˜‚πŸ˜‚πŸ˜‚πŸ™ŒπŸ½πŸ™ŒπŸ½πŸ™ŒπŸ½ he don’t give a hoot what people think πŸ’ͺπŸ½πŸ™ŒπŸ½

  9. I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, aiming to retire comfortably.

  10. I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.

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