RiverFront Investment Is 'Overweight' U.S., Felton Says

The video discusses the performance and challenges of the small cap sector, highlighting issues like trade tensions and tariffs. It compares US and overseas markets, showing a preference for US investments due to better growth rates. The speaker outlines investment strategies to avoid crowded areas, focusing on dividend growers, utilities, and tech. Finally, it touches on safe havens and market trends, emphasizing a growth-oriented approach.

What was one of the main reasons small-cap stocks underperformed?

• They faced indirect exposure to tariffs.

• They successfully shifted supply chains.

• They were insulated from trade tensions.

• They had high growth rates.

Why is there a preference for U.S. markets over international ones?

• International markets have higher returns.

• U.S. markets have lower growth rates.

• International markets are more stable.

• U.S. markets offer better growth rates.

What strategy is being used to manage investment risks?

• Investing heavily in small caps.

• Ignoring market volatility.

• Avoiding crowded trades.

• Focusing solely on international markets.

Which sectors were considered as potential safe havens?

• Utilities and dividend growers.

• Technology and healthcare.

• Real estate and energy.

• Consumer goods and finance.

What is the investment stance on technology?

• Overweight technology, focusing on software and services.

• Invest only in hardware.

• Underweight technology.

• Avoid technology due to high risk.