Crossmark Global Investments' Fernandez on Markets, Strategy

The video discusses market strategies, emphasizing a balanced approach to portfolio management. It highlights the importance of using market pullbacks as opportunities to adjust positions, focusing on both growth and value stocks. The discussion also covers market uncertainties, including Federal Reserve policies and the impact of the Omicron variant. Additionally, insights into the bond market are provided, with a focus on short-duration bonds and investment-grade credit.

What is the recommended approach when dealing with market pullbacks?

• Invest only in technology stocks

• Avoid the market entirely

• Go all in on new stocks

• Trim high-gain stocks and build positions gradually

Which sectors are highlighted as having potential for investment in the second section?

• Real Estate and Construction

• Energy and Utilities

• Financial and Retail

• Technology and Healthcare

Which companies are mentioned as part of the investment strategy in the second section?

• Bank of America and JP Morgan

• Apple and Google

• Tesla and Amazon

• Walmart and Costco

What are some of the uncertainties affecting the market as discussed in the third section?

• Political elections and currency fluctuations

• Technological advancements and climate change

• Rising oil prices and trade wars

• Federal Reserve policy changes and Omicron variant

What is the key theme leading into the new year as discussed in the third section?

• Innovation and expansion

• Decline and recession

• Volatility and uncertainty

• Stability and growth

What is the stance on bond portfolios in the final section?

• Avoid bonds entirely

• Invest heavily in junk bonds

• Short duration due to expected rate increases

• Long duration due to stable rates

What is the expected economic growth trend for the next year according to the final section?

• Decline below historical levels

• Remain the same as 2021

• Solid growth above historical levels

• Unpredictable with no clear trend