After the Run: Managing Risk | Deep Dive, Episode 10
Jonathan Rosenzweig discusses the state of equity markets after a historic bull run and strategies for managing risks going forward with Ben Laidler, Global Markets Strategist at eToro; Jeff Waters, CEO of OFC Wealth Management; and, Steve Wieting, Chief Investment Strategist at Citi Private Bank. High stock market P/E multiples reflect robust expectations for a continued post-pandemic earnings recovery. However, risks remain from potential inflation and Fed tightening, a COVID resurgence, and valuations that already price in much of the upside. The panelists address strategies for investors to navigate these challenges. Filmed on July 22nd, 2021. Key Learnings: Juxtaposing the Tech Bubble and Global Financial Crisis, coping with inflation fears, rightsizing risk appetite, balancing style exposures, embracing alternative investments, assessing global opportunities, and gaining exposure to further upside while protecting the downside. Panelist Predictions: When will we see a correction in U.S. equities of 15% or more?
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Jonathan Rosenzweig, CFO, Home Plate Acquisition Corp,
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Jeffrey Waters, Chief Executive Officer, OFC Wealth Management
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Steven Wieting, Chief Investment Strategist, Citi Private Bank
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Ben Laidler, Global Markets Strategist, eToro
