Akane Otani
speaker
1,333 appearances
33 recordings
1 series
first heard Aug 2017
last heard Mar 2023
Akane Otani’s voice in public audio — every appearance, attributed to the second.
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Appearances
better profits every year, we're now starting to see companies in the consumer space, in the energy space, industrials, sort of you name it, we're seeing broad earnings growth lift those profits higher.
And so a lot of the folks that I've spoken to have said, we don't just have to bet on technology anymore.
And in fact, it might be safer to take a chance on sort of more stable companies like Starbucks, for instance.
The bet is that as the economy starts to slow down more, interest rates take a greater toll on profits.
We're going to start to see a retreat from sort of the riskier parts of the stock market that had done really well earlier in the year when people were feeling a lot better about global growth and the prospects for U.S.
growth as well.
And so that's why we started to see a retreat from some of the so-called Fang names, Facebook, Apple, Amazon, Netflix, Alphabet, and more of a shift into companies that were sort of overlooked earlier in the year.
And I think those are a number of the reasons why we've started to see more volatility across markets in the last several weeks.
Because, as you may remember, stocks really rallied at the start of the year.
And it wasn't just the U.S.
It was really global markets.
But in the past couple of months, we've seen a number of indexes around the world fall into correction territory.
A number of the FANG names fall into bear market territory.
And a lot of folks just feeling a bit more pessimistic than usual about what's to come for U.S.
markets.
So I think it's natural as we see that shift happen that investors sort of change what types of companies they want to buy in.
So even though the tone seems pretty gloomy now compared to the start of the year, most of the folks I spoke to don't expect a recession imminently.
They more are putting it on the forecast of around 2020 or so.
But there is the recognition that markets tend to be sort of forward looking.
And so if we think that a recession is going to happen sometime in 2020, now is the time to start shifting what things you're invested in.
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