Taking a Hard Look at the Aftermath of Rate Cuts and Election Years for Investors

Jayson Bronchetti, chief investment officer for Lincoln Financial, joins The Express to deliver the realities of what happens after the Fed cuts rates, and what to expect from the stock market in this unpredictable election year. Plus, why big institutional investors and insurance companies love private markets as the number of public companies continues to dwindle. And, the hyper-concentration of stock market winners over the past year has a growing number of active portfolio managers betting on a smaller pool of high cash flow stocks than ever.

Links for Show Notes:

• https://www.investopedia.com/terms/d/dispersion.asp
• https://www.investopedia.com/elevated-vix-highlights-persistent-market-fear-4580400
• https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8659358
• https://www.youtube.com/watch?v=U1prSyyIco0
• https://www.lincolnfinancial.com/public/aboutus/companyoverview/whoweare/leadership/jaysonbronchetti
• https://www.cboe.com/us/indices/dispersion/