Blog - Stratos Private Wealth

Where Have All the Good Deals Gone? | May 2021 Webinar Recap

Written by Chris Reyes | May, 2021

Time to Read: 3 Minutes

In our most recent webinar titled, “Where Have All the Good Deals Gone”, we discuss why we are maintaining our equity overweight in light of continuing economic expansion and policy support. Here are the key takeaways:

  • US and global economy roaring back from ‘natural disaster’ type recession with massive central bank and policy support along with vaccination progress
  • Housing, stocks and bonds all at elevated levels as Fed keeps rates lower for longer
  • Crowd is complacent, yet momentum is bullish providing support for consolidation vs major correction
  • Correction could present short-term buying opportunity if momentum holds up.
  • Stratos Private Wealth overweight equities vs  bonds…for now
  • Stratos Private Wealth continues to have conversations individually with clients on alternative portfolio options as bonds provide less stability in a reflation environment

Please contact Stratos Private Wealth if you would like to discuss your specific situation in more detail.