CFRA Quarterly

The dizzying volatility of the stock market, sparked by the fast-spreading coronavirus, made investors wary and brought consumer confidence into question. Turbulence was seen across most sectors, with an oil price war triggering steep drops in energy sector and a flight to quality. Is a prolonged bear market in store? Or is this simply a correction that many strategists knew would be inevitable?

On April 7, CFRA’s Sam Stovall, Chief Investment Strategist, Stewart Glickman, head of energy sector research, and Todd Rosenbluth, head of ETF and mutual fund research hosted a webinar discussion where we provided our U.S. economic and investment outlook and a breakdown of what investors need to know as they prepare in this uncertain time.

Attendees will learn --

Bear markets and recessions: How we think this will stack up with history
What’s driving earnings in the wake of recent events, and which sectors are poised to experience the biggest risks
Impact of oil price weakness on E&Ps, Midstream and the Integrated Oils
Energy firms, stock dividends and assessing balance sheet risk
The impact of high energy exposure to popular US equity and high yield fixed income ETFs

Speakers:

Sam Stovall, Chief Investment Strategist, CFRA
Stewart Glickman, Energy Sector Analyst, CFRA
Todd Rosenbluth, Head of ETF and Mutual Fund Research, CFRA

Moderated by Ken Leon, Director of Equity Research, CFRA

Download the Replay