REITs Favored, Wells Fargo AM's Miletti Says

The video discusses the current market volatility and how it creates opportunities for active managers, particularly in stock selection. It emphasizes the importance of long-term investing and taking advantage of market emotions. The discussion also highlights the potential of the technology sector and other overlooked sectors. Additionally, the video explores the benefits of investing in Real Estate Investment Trusts (REITs), noting their asset value and yield potential, especially in the context of interest rate cuts and global economic conditions.

What is one reason for the recent increase in market volatility?

• Global conflicts and macroeconomic uncertainties

• Reduction in active management

• Decrease in trade wars

• Stable global economic conditions

How do active managers at Wells Fargo Asset Management respond to market volatility?

• By taking advantage of volatility for stock selection

• By reducing their market presence

• By avoiding stock selection

• By focusing only on technology stocks

What is a key strategy for long-term investing in volatile markets?

• Making short-term decisions

• Avoiding emotional responses

• Ignoring market volatility

• Focusing solely on technology stocks

Why are REITs considered a good investment option?

• They are highly volatile

• They offer yield and growth potential

• They have no real asset value

• They are not affected by interest rates

Which sectors are mentioned as having strong performance alongside REITs?

• Consumer goods and services

• Finance and energy

• Utilities and staples

• Technology and healthcare