D.A. Davidson director of wealth management research James Ragan joins Wealth! to give insight into how investors should position their portfolios to prepare best ahead of earnings season or any speculative interest rate cuts by the Federal Reserve.
This morning’s Consumer Price Index (CPI) reading saw month-over-month inflation decline by 0.1%.
"Just looking at bonds (^TYX, ^TNX, ^FVX), that is something that I think investors are adding to portfolios today. We’re seeing the bond prices rally, so that becomes something that investors should not forget about when they’re when they’re building their portfolio allocations, have an allocation to the fixed income markets," Ragan explains.
He continues by noting that he is seeing dividend-sensitive sectors "such as utilities and real estate investment trusts — the REITs — are performing well. So we’re seeing a little bit of a rotation out of the growth and maybe the technology or lower-dividend payers…"
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