David Nelson On Interest Rate Volatility Impact On Markets

David Nelson talks about how to structure an equity portfolio in a volatile interest rate environment. He suggests a strategy which places more emphasis being overweight financials, industrials, and commodities. Financials make the most sense as rates rise as the yield curve continues to steepen. David also sees the potential for both value technology stocks to participate along side cyclical value names.

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12 Mar 2021

ON AIR
7:00 am
Fast Market

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David Nelson On Interest Rate Volatility Impact On Markets

David Nelson talks about how to structure an equity portfolio in a volatile interest rate environment. He suggests a strategy which places more emphasis being overweight financials, industrials, and commodities. Financials make the most sense as rates rise as the yield curve continues to steepen. David also sees the potential for both value technology stocks to participate along side cyclical value names.

Market On Close

12 Mar 2021

ON AIR
7:00 am
Fast Market

Get Market Minute

Daily insights for every investor

FOLLOW US