RiverFront Investment Group's Felton on Market Outlook

The video discusses the potential impact of rising interest rates on stock valuations, suggesting that stocks can still perform well despite policy changes. It highlights the importance of fiscal stimulus and monetary tightening, noting potential volatility. Investment strategies are explored, focusing on growth and cyclicality, with specific sector exposures. The risks and opportunities in international markets, particularly China, are examined, considering regulatory challenges. Finally, the video addresses fixed income opportunities, emphasizing a cautious approach with some high-yield investments.

How does the anticipated volatility in the market influence investment strategies mentioned in the text?

What is the current stance on fixed income investments and the rationale behind it?