RiverFront Investment Group's Konstantinos on Markets and Strategies

The video introduces the Patty acronym, which stands for 'Pay Attention to the Yield,' marking a shift from the TINA era. It discusses the current macroeconomic environment, emphasizing the importance of dividend yields and stable cash flow in uncertain times. The video explores investment opportunities in sectors like energy, healthcare, and tech, focusing on companies with strong cash flow and dividends. It also covers market trends, tactical strategies, and signals for market re-entry, highlighting the importance of corporate earnings stabilization.

What does the acronym 'PATTY' stand for in the context of investment strategies?

How has the macroeconomic backdrop changed from the period of 2009 to 2021 to the current era?

How do the current inflation-adjusted yields in the tips market affect investment decisions?

What are some characteristics of the energy companies that have survived recent market challenges?

In which sectors, besides energy, are investment opportunities being found according to the text?

What are the three rules mentioned for tactical investment strategies?

What is the significance of corporate earnings in determining market viability?