✨Small caps are expected to take off as rates decrease.
📉There are pockets of weakness in the economy, particularly in retail and consumer stocks.
🏠A pick-up in housing is expected due to low interest rates and pent-up demand.
💰The CEO predicts that the Fed will have to reduce rates, but there may be concerns about crowding out and inequality.
📈Long-term rates could go up if inflation increases.
What is the outlook for small caps?
—The CEO predicts that small caps will take off as rates decrease.
What sectors are showing weakness in the economy?
—Retail and consumer stocks are experiencing slower growth.
Can we expect a pick-up in housing?
—Yes, due to low interest rates and pent-up demand.
What are the concerns about rate reductions?
—There may be concerns about crowding out and inequality.
What could cause long-term rates to go up?
—Long-term rates could go up if inflation increases.
00:01The CEO Chairman of Aperture Investment discusses the market outlook for the second quarter.
00:19Small caps are expected to take off as rates decrease.
00:33There are pockets of weakness in the economy, particularly in retail and consumer stocks.
00:51A pick-up in housing is expected due to low interest rates and pent-up demand.
01:09The CEO predicts that the Fed will have to reduce rates, but there may be concerns about crowding out and inequality.
02:01Long-term rates could go up if inflation increases.
