HomeInvestingEarningsPortfolios Should Include Big-Tech Offset With Energy, Agriculture, and REITs
Portfolios Should Include Big-Tech Offset With Energy, Agriculture, and REITs

Agriculture and energy stocks will continue to be strong as the Russia-Ukraine war continues, explains Rhys Williams, Chief Strategist at Spouting Rick Asset Management. The disinflation playbook, which benefitted growth stocks over the last eight years, is unlikely to repeat, adds Rhys. He discusses a barbell approach to your portfolio, which he says should include big-tech balanced with energy, agriculture, and REITs. I think it's going to be a tough earnings season because people are keying in on bad news and not good news, he adds. He points out higher costs and lighter revenues in March, causing more negative surprises. Lastly, he gives his thoughts on upcoming rate hikes.

ON AIR
12:00 am
Fast Market
replay
ON AIR
12:00 am
Fast Market
REPLAY
1:00 am
Trading 360
REPLAY
2:00 am
Next Gen Investing
REPLAY
education
3:00 am
Your First Trade
REPLAY
3:30 am
Trading 360
REPLAY
4:30 am
Next Gen Investing
REPLAY
education
5:30 am
Your First Trade
REPLAY
6:00 am
Fast Market
REPLAY
7:00 am
Futures
8:00 am
Morning Trade Live
10:00 am
Trading 360
11:00 am
Fast Market
12:00 pm
Next Gen Investing
1:00 pm
The Watch List
2:00 pm
Market On Close
education
3:30 pm
Your First Trade
4:00 pm
Trading 360
REPLAY
5:00 pm
Fast Market
REPLAY
6:00 pm
Next Gen Investing
REPLAY
education
7:00 pm
Your First Trade
REPLAY
7:30 pm
Trading 360
REPLAY
8:30 pm
Fast Market
REPLAY
9:30 pm
Next Gen Investing
REPLAY
education
10:30 pm
Your First Trade
REPLAY
11:00 pm
Trading 360
REPLAY

Get Market Minute

Daily insights for every investor

FOLLOW US