After January saw the S&P 500 fall by 5%, more advisers are settling into the reality of extreme volatility and examining what that means for their investments. Some tactical strategists and advisers joined the conversation in a February 1st Investment News article, “Market Volatility has some advisers tactically buying stocks.” While the general consensus is that there are always buying opportunities after a pullback, this is not a market for short-term horizons and the overall tone is summed up by the phrase, “be careful.” Our CIO Steve Wruble’s technical analysis points to a very weak market, noting downward momentum comparable to 2011, and short-term moving averages that have not been this negative since 2008. However, the increased level of volatility can create opportunities for strategic stock picking and lessen the emphasis on riding the waves of broad-market indexes. While Steve values well-researched tactical approaches, for the more adventuresome he comments, “if you’re in the mood for some opportunistic buying and you’ve done your homework, you could buy some [stocks that are] down 10% or 20% from recent highs,” but advises this is not a time to “play around.” With sector swings joining stock specific dispersion, exercising caution remains a prevailing sentiment, but advisers are seeking to remain optimistic and identify ways to take advantage of market fundamentals at play.
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