"I’m a Financial Advisor: Here Are the 7 Smartest Money Risks To Take." -Interview with Tom Samuelson in Go Banking Rates

Jun 30, 2023 10:21:07 AM


"I’m a Financial Advisor: Here Are the 7 Smartest Money Risks to Take." - Interview with Vineyard Global Advisors Chief Investment Officer Tom Samuelson, CFA, CMT 

From Treasury bills to emerging markets, Tom Samuelson shared his insights in Go Banking Rates with Cynthia Measom, about the best money moves to make in 2023. From the low end of the risk spectrum to the top, here are the seven recommendations. 

This article explores...

How U.S. T-Bills Provide a Low-Risk Investment Option.

Including Treasury bills in a portfolio is a smart option due to their high short-term rates, which may remain elevated for an extended period. U.S. Treasury bills offer a low-risk investment with a return of 5.3%, providing a real rate of return of 3.5% compared to the current inflation expectation of 1.83%.  

Why Emerging Market Equity Valuations Represent a Buying Opportunity.

Emerging market equities are affordable and currently at a low price point. The MSCI index is being sold at a low price compared to the past 17 years and is similar in price to U.S. stocks at their cheapest point in 25 years. To invest, buy an ETF like EEM or VWO.

How the Burgeoning Artificial Intelligence Sector Could See a Compound Annual Growth Rate of 39% over the next decade.

Many publicly traded companies are expected to benefit from the growing multi-year A.I. investment cycle, potentially reaching $1.3 trillion over the next nine years at a 39% compounded annual growth rate. Consider adding A.I. exposure during pullbacks for a long-term investment horizon of 5+ years.

Read the Full Article Here...

Author: Cynthia Measom, Go Banking Rates

Guest: Tom Samuelson, CIO of Vineyard Global Advisors

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