Crossmark Trimming Tech Stocks, Buying JPM: Strategist Fernandez

Crossmark Trimming Tech Stocks, Buying JPM: Strategist Fernandez

Assessment

Interactive Video

Business

University

Hard

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The video discusses changes in equity allocation, focusing on market trends like the Dow, NASDAQ, and S&P. It highlights strategies such as trimming tech stocks due to interest rate expectations and emphasizes quality investments with strong balance sheets. The discussion includes planning for a recession, identifying lower quality names, and compliance issues. It concludes with investment adjustments, focusing on cyclical growth and stable names like JPMorgan and healthcare stocks.

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5 questions

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1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What is the reason for trimming tech stocks according to the first section?

Tech stocks are expected to continue rising.

Interest rates are expected to fall further.

There is a lack of quality names in tech stocks.

Tech stocks have had a significant run and interest rates are expected to rise.

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What type of companies does the second section suggest focusing on during a recession?

Companies with weak balance sheets

Companies with strong business models and balance sheets

Only tech companies

Only healthcare companies

3.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

According to the second section, when is the recession now expected to occur?

Middle of the year

Later in the year

Next year

Early in the year

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What is a characteristic of 'lower quality names' mentioned in the final section?

High market valuation

Weak balance sheets and earnings

High earnings

Strong balance sheets

5.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which company is mentioned as a stable name being added to the portfolio?

Apple

JPMorgan

Tesla

Amazon