In the video below, Scott Becker, CFA, Senior Vice President, Head of Portfolio Specialists, acknowledges the economy’s mixed signals—while adding that Calamos doesn’t see a recession in the works.
Choppy markets and changing sentiment don’t change long-standing principles of asset allocation, says Becker. His message to advisors: Diversify return sources within equity and fixed income, and pursue strategies that can take advantage of volatility.
“We can’t really call whether we’re mid, late or end of cycle—we’ll take a page from the Fed and take a data-dependent approach to that as well. But volatility does tend to increase near the end of economic cycles,” says Becker.
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Video recorded 03/21/19.
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