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Regions' McKnight: Domestic markets will outperform the rest of the year
Manage episode 486652650 series 30363
Alan McKnight, chief investment officer at Regions Asset Management, says that there is opportunity for investors to "eek out a mid-single-digit type of return this year," provided that they can stomach high levels of volatility along the way. Specifically, McKnight says that he expects domestic stock markets to be the leader in the second half of the year, most notably in comparison to international developed markets, which have been a bright spot thus far in 2025. McKnight expects the performance of foreign stocks to fade, while mid-cap domestic stocks pick up sharply. McKnight also expects the Federal Reserve to cut rates two or three times late in the year, noting that "there's really not a need to initiate more cuts right now," which will make the move more effective as the economy slows while it digests trade policies and more. Kathy Kristof, founder and editor at SideHusl.com, discusses how people can get the most from side jobs, noting that they can be a gateway to second careers, semi-retirement life changes or a means to achieving a specific financial goal, but how the best way to achieve those ends involves some detailed advance planning and thought on how to make the most of your skills and assets. Plus, the Weird Financial News returns, and digs into some of the financial issues behind a few recent news stories where the money angle was largely ignored by the mainstream media.
2131 episodes
Manage episode 486652650 series 30363
Alan McKnight, chief investment officer at Regions Asset Management, says that there is opportunity for investors to "eek out a mid-single-digit type of return this year," provided that they can stomach high levels of volatility along the way. Specifically, McKnight says that he expects domestic stock markets to be the leader in the second half of the year, most notably in comparison to international developed markets, which have been a bright spot thus far in 2025. McKnight expects the performance of foreign stocks to fade, while mid-cap domestic stocks pick up sharply. McKnight also expects the Federal Reserve to cut rates two or three times late in the year, noting that "there's really not a need to initiate more cuts right now," which will make the move more effective as the economy slows while it digests trade policies and more. Kathy Kristof, founder and editor at SideHusl.com, discusses how people can get the most from side jobs, noting that they can be a gateway to second careers, semi-retirement life changes or a means to achieving a specific financial goal, but how the best way to achieve those ends involves some detailed advance planning and thought on how to make the most of your skills and assets. Plus, the Weird Financial News returns, and digs into some of the financial issues behind a few recent news stories where the money angle was largely ignored by the mainstream media.
2131 episodes
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