Bloomberg- July 5, 2017
In his latest Bloomberg interview, Jim Lowell discusses how the market environment has recently felt good from a fundamental standpoint, but horrendous from a psychological perspective. He goes on to say that it isn’t an easy time to feel confident as an investor—but at the same time it is a good time to be one as the fundamentals show slow growth as opposed to no growth.
In addition, Lowell talks about active managements having the upper hand this year over the passively managed market instruments thanks to a handful of sectors. For example, an overweight in health care coupled with not falling into the value trap of the energy patch could give an active manager’s portfolio a leg up so far in 2017.