Northwestern Mutual's Stucky on why earnings growth overcomes headline risks

About this episode

Matt Stucky discusses earnings growth amidst economic concerns, while guests Jeff Corliss and John Cole Scott explore investor behavior and the legacy of Dr. Mark Mobius.

Matt Stucky, chief portfolio manager for equities at Northwestern Mutual Wealth Management , says in the Market Call that scary headlines over higher gas prices, inflation and war haven't created a significant headwind to overcome the solid earnings growth picture. Stucky adds that beyond the earnings results, the economy is benefitting from tax and tariff reductions that are helping to balance out the new concerns; he discusses how a broader growth picture is good for small and mid-cap stocks, why he thinks the financial-services sector was oversold and more. Jeff Corliss, managing director at HighTower Signature Wealth , discusses the behavioral traps and pitfalls that stop well-meaning investors with solid financial plans from achieving their real goals, noting that it's the details more than the markets that derails retirement savings before all of a plan's aims are met. J ohn Cole Scott, president of CEF Advisors and the chairman of the Active Investment Company Alliance , recounts the legacy and the lasting investment legacy of Dr. Mark Mobius, widely considered the father of modern emerging-markets investing. Mobius, who passed away on April 15, was a contemporary and…

People in this episode

Host: Chuck Jaffe

Guests: Matt Stucky, Jeff Corliss, John Cole Scott

Topics covered

• earnings growth
• headline risks
• small and mid-cap stocks
• financial services sector
• behavioral traps in investing
• retirement savings
• emerging markets investing

Keywords

• earnings growth
• inflation
• gas prices
• financial planning
• retirement
• emerging markets
• investment legacy

Mentioned in this episode

Organizations: Northwestern Mutual Wealth Management, HighTower Signature Wealth, CEF Advisors, The Closed-End Fund Letter

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