TPW Investment Management

Insights - All

Insights

Bloomberg TV: 3 Factors Needed to Sustain Risk Rally

Jay is a frequent guest on Bloomberg TV including Daybreak and The Open. Yesterday Jay was on The Open with Jon Ferro for 40 + min where they discussed our Don’t Mess with LaGuardia Shutdown take, China-US trade tiff, Earnings (bad news in the price?) and Central Banks vs the Slowdown.

In the 2 min clip below Jay gives three factors that need to happen for risk assets to maintain their 2019 success.

We hope you enjoy the video.

Past performance is no guarantee of future results. The material contained herein as well as any attachments is not an offer or solicitation for the purchase or sale of any financial instrument. It is presented only to provide information on investment strategies, opportunities and, on occasion, summary reviews on various portfolio performances. Returns can vary dramatically in separately managed accounts as such factors as point of entry, style range and varying execution costs at different broker/dealers can play a role. The material contains the current opinions of the author, which are subject to change without notice. Statements concerning financial market trends are based on current market conditions, which will fluctuate. References to specific securities and issuers are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations to purchase or sell such securities. Forecasts are inherently limited and should not be relied upon as an indicator of future results. There is no guarantee that these investment strategies will work under all market conditions, and each advisor should evaluate their ability to invest client funds for the long-term, especially during periods of downturn in the market.


There can be no assurance that the purchase of the securities in this portfolio will be profitable, either individually or in the aggregate, or that such purchases will be more profitable than alternative investments. Investment in any TPWIM Portfolios, or any other investment or investment strategy involves risk, including the loss of principal; and there is no guarantee that investment in TPWIM’s Portfolios, or any other investment strategy will be profitable for a client’s or prospective client’s portfolio. Investments in TPWIM’s Portfolios, or any other investment or investment strategy, are not deposits of a bank, savings and loan or credit union; are not issued by, guaranteed by, or obligations of a bank, savings and loan, or credit union; and are not insured or guaranteed by the FDIC, SIPC, NCUSIF or any other agency.

The investment descriptions and other information contained in this are based on data calculated by TPW Investment Management, LLC (TPWIM) and other sources including Bloomberg. This summary does not constitute an offer to sell or a solicitation of an offer to buy any securities and may not be relied upon in connection with any offer or sale of securities. This report should be read in conjunction with TPWIM’s Form ADV Part 2A and Client Service Agreement, all of which should be requested and carefully reviewed prior to investing.

James Gardiner