Gayle: “For the time being, my money stays home.”
Global funds prefer stocks despite risks still at play: Reuters poll
“While we acknowledge the increased risks represented by the coronavirus and rising Middle East tensions, the global economic landscape is notably more positive entering 2020,” said Alan Gayle, president at Via Nova Investment Management.
“Moreover, earnings prospects are improving and central bankers intend to keep interest rates low, which supports a higher stock market. We plan to maintain our increased equity exposure at least over the near term.”
Global Funds Raise Equities to Highest in Nearly a Year: Reuters Pol
U.S. funds prefer domestic assets and a but bigger cash buffer
"The combination of aggressive Federal Reserve rate hikes, an escalating and potentially prolonged trade dispute with China and the upcoming mid-term elections has generated a great deal of anxiety for the markets," said Alan Gayle, president of Via Nova Investment Management. "Fear and uncertainty are currently dominating market psychology."
U.S. fund managers leave allocations largely unchanged
"We are in a battle between facts and fears," said Alan Gayle, president at Via Nova Investment Management. "The facts are a strengthening economy with increased employment, earnings and spending which is helping to fuel impressive sales and earnings growth for companies. The two main fears are how fast the Federal Reserve will raise interest rates and how far trade tensions will escalate. These risks have grown in recent months."
World stocks hit month peak; dollar firms to three-week high
U.S. funds preferred cash in April at expense of bonds
Treasury yield milestone may augur changing tide for risk
“I don't think that the 3 percent level necessarily makes bonds a buy,” said Alan Gayle, president of Via Nova Investment Management in Fredericksburg, Virginia. “I don't think investors should be abandoning stocks when the economy is growing and earnings are up roughly 20 percent from a year ago.”.
Stock Market Outlook: Back to a More Volatile Normal?
"2018 is shaping up as a year when we’ll see tension between economic strength and the policy reaction to that...
By March, we should start to see some traction from tax reform,” says Alan Gayle, president at Via Nova Investment Management, a registered investment advisor. While working Americans already have seen some benefit in their take-home pay — which could translate to more spending — publicly traded companies still are “digesting the nuances” of tax reform, he adds.