A+ investing: Market strategist advises where to move your cash

About this Video

• Video Title: A+ investing: Market strategist advises where to move your cash
• Channel: Fox Business
• Speakers: Liz Claman, Tony Dwyer
• Duration: 00:09:05

Introduction

This Fox Business video features a discussion between Liz Claman and market strategist Tony Dwyer about investment strategies in light of current economic uncertainties, particularly concerning tariffs and the national debt. The main purpose is to advise viewers on where to allocate their cash for optimal returns while mitigating risk.

Key Takeaways

• Bonds are a strong investment option: Dwyer recommends bonds, highlighting potential yields of 5% to 7% with minimal risk, making them a good value proposition. He suggests focusing on intermediate maturities (5-10 years).
• Diversification is crucial: Dwyer advocates for diversifying portfolios globally, including UK and Australian bonds, which offer higher yields than currently priced in the market. A global bond fund is suggested.
• Liquidity is key: The discussion emphasizes maintaining portfolio liquidity to allow for adjustments based on market changes. Being a liquidity provider (lender) rather than a taker (borrower) is stressed.
• Consider risk-adjusted returns: The conversation compares the risk-adjusted returns of bonds and equities, showing bonds' appeal in the current climate. The stability of inflation rates is a key factor.
• Political factors matter: The impact of the national debt and potential political decisions to address it are discussed, suggesting a "read my lips" moment might be approaching, similar to the political climate in the early 1990s.