BUI - I'm Hunting For Value As Q2 Begins
2024-03-31 10:35:19 ET
Summary
- Fixed-income sectors offer attractive yields and are a good option for cash management and protection against market reversals.
- Precious metals like gold and commodities like oil are expected to continue gaining value and serve as a safe haven asset during stock market volatility.
- Energy and utilities sectors are undervalued and provide diversification benefits, making them attractive investment options.
Main Thesis / Background
The purpose of this article is to discuss the state of both the equity and debt markets as 2024 rolls on. Q1 has been widely positive and that has me smiling. But it also has me wondering how long the "good times" can last. While I am certainly going to continue to ride the bull, I believe it is prudent to hunt for value when markets look stretched - as I feel that are now....
I'm Hunting For Value As Q2 Begins