Now's the time for investors to add duration, says JPMorgan's Gabriela Santos

Gabriela Santos, JPMorgan Asset Management chief markets strategist for the Americas, joins 'Squawk Box' to discuss the latest market trends, what to expect from key inflation data this week, impact on the Fed's rate decision, state of the economy, and more.

[@RolandWingo]

I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024.,..

[@VanChuong-on2gh]

Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.

[@tinsleyLuna]

Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.

[@TommyChong677]

I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is

[@tinsleyLuna]

I've stuck with ‘’lucia Alicia Cruz” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.

[@TommyChong677]

I searched for her full name online, found her page, and sent an email to schedule a meeting. Hopefully, she responds soon. Thank you

[@TonyPow-ec3mr]

I’m a bit lost and could use some advice.I've been holding onto $150,000, waiting for interest rates to stop rising, but now I'm questioning my strategy. With rates potentially continuing to climb and stocks declining, I'm unsure about what to do next.

[@luisjoel-b6e]

Stock market to fall further, Fed unlikely to pause rate hikes amid high inflation.

[@clarisse2096]

If the unemployment rate is able to remain steady while the Fed hikes and inflation falls back to target, a soft landing might be on the table

[@christeng142]

No soft landing expected. Inflation still high, Fed's next move uncertain.

[@rosalopez5574]

Fixed income Tbills and bonds may work for you while you try to figure out the next entry point for stocks

[@clementdan9417]

I agree It’s always good to have a balanced fin-plan. I work with a professional planner multi mrkt and fixed-income strategist in NY. the fixed income portion of your portfolio won’t simply serve as a buffer to the volatility of the equity portion of your portfolio, but will provide legitimate income.

[@donovantobs]

I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.

[@kurtKking]

Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown. its important to seek the guidance of an expert.

[@Jamesjerome0]

A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K.

[@Adambarking]

This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? I'm in dire need of proper portfolio allocation.

[@Jamesjerome0]

Her name is. *MARY TERESE SINGH*. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

[@Adambarking]

I just curiously searched her up, and I have sent her an email. I hope she gets back to me soon. Thank you

[@traviswes7082]

I don't even know where the stock market is headed to right now. my portfolio of around 200k is not increasing more than 5% and people are predicting another crash.

[@Alejandracamacho357]

I'll advise you redistribute assets in your portfolio so you don't get burnt out in the market

[@tommychestnut5335]

Accurate asset allocation is crucial, I used hedging strategies to allocate part of my portfolio to defensive assets for market downturns. Expert guidance is vital to achieving this. This approach has helped me stay financially secure for over five years, yielding nearly $1 million in returns on inveestments.

[@Patriciacraig599]

pls how can I reach this adviser, I need someone to help me manage my portfolio.

[@tommychestnut5335]

I've been working with "Kathleen Cheryl Constantz” for about 2 years now, and her performance has been consistently impressive. She’s known in her field, look her up.

[@jessicawesbond2312]

Kathleen sure knows her onions in this industry, from her intimidating profile which I went through, on her web home page. I started off last year tailoring a colleague's tradin strategies but it didn't pan out well. Hopeful that Kathleen will attend to my message.

[@dianarabbanii2]

I’m mostly in cash and waiting for market to re-level on the reality of our situation. Or are there any ways I can avoid a crunch and maximize my savings of $550k? I know election years are positive for the stock market about 90% of the time. Meanwhile, I'm just focused on making better investments and earning more as recession fear increases. I have a little over 250k i wanted to put in the markets but I don’t know what direction to head now.

[@ClaudiaSchreiber-b1p]

I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience

[@annaj.osorio]

A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K

[@Frankmichelini-no6ow]

This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation

[@annaj.osorio]

Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.

[@DanielOrstein]

She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

[@MarcelWilson200]

Great video and very straightforward. I don't see any other perfect time for one to invest in crypto and trade than now. I don’t think that buy and hold is a valid investment strategy anymore but trading is worth it and you make more money when you trade correctly. just made my first $100,000 in crypto and I barely know how to express how happy and excited I am right now. Its all about knowing what strategy to apply and when.

[@FatimaAllister]

That sounds great, but isn't it risky to invest in cryptos at this time as a noob? What do you advice please. I'd be happy to get a feedback

[@MarcelWilson200]

As a beginner investor, it’s essential for you to have a mentor to keep you accountable. Antonio Alex is my trade analyst, he has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns.

[@Willswinton4]

I started working with Antonio Alex back in June, and my financial goals have never been clearer. It’s like having a strategic partner for my money with a solid track record.

[@MarcelWilson200]

he's mostly on Telegrams, using the user.

[@MarcelWilson200]

@proAntonioDaily THAT IS HIS USER NAME

[@OMAR40977]

Annoying way of talking

[@mcbeavis6380]

Insane*

[@nikkiring6430]

Valley girl 😜

[@gordongekko2781]

I commented on it as well. For some reason she feels the need to emphasize every single point. I've come across a few youtubers that otherwise produce quality content, but make this same mistake in their voice-overs.

[@DontNickMe]

Lol I said same thing before reading your comment. Hate that valley girl, over emphasize vowels speak

[@theunbearablebull]

Your name is Omar, relax lol

[@illegalsmirf]

The EYES

[@kraz007]

crazy eyez killa

[@Chad_Max]

Those are the eyes of a woman who hasn't orgasmed in years if ever...

[@noobmaster5434]

Scary

[@silverdrillpickle7596]

Her up-speak & vocal fry are tremendous

[@illegalsmirf]

@@silverdrillpickle7596 off the charts

[@MamieEvans-dp6sc]

I remember when I just got into crypto back in 2019 but later in 2020 I ended up selling it because I was dumb and I didn't understand it. I studied and learned and now I know how it works. Got back into crypto early in 2023 with 10k and I’m up with 128k in a short period of time .This comment serves as motivation for all those who have invested and continue to invest in cryptocurrencies with so many losses, do not give up, cryptocurrencies can change your life. Do your best to connect with the right people and you will surely see changes.

[@AliceAnderson-in1et]

As a beginner what do I need to do? How can I invest, on which platform? If you know any please share.

[@MamieEvans-dp6sc]

As a beginner investor, it’s essential for you to have a mentor to keep you accountable. Myself, I’m guided by Alex Gomez. A widely known crypto consultant

[@MamieEvans-dp6sc]

I started working with Alex Gomez back in June, and my financial goals have never been clearer. It’s like having a strategic partner for my money with a solid track record.

[@MamieEvans-dp6sc]

This is he’s telegrams user name

[@MamieEvans-dp6sc]

@AlexRcoin THAT IS THE USER NAME THAT IS HIS USER NAME

[@NarendraKumar-rq1lq]

is the lady in black abnormally widening her eye, which is distracting , or is it just me!

[@marknguyen4382]

Her EYES! I can’t focus on what she’s saying at all, i just can focus on her eyes!!!’

[@dennismorris7573]

Gabriela Santos of JPMorgan Asset Management consistently presenting a clear, incisive analysis of the markets.

[@JeffreyKLHo]

lol everytime I see her interview I can't take my eyes off her eyeballs.

[@cbz3237]

Crazy eyes. And the way she says "receshawn" 🚩🚩

[@rineleff2009]

Investors with a long term view are well positioned for the ultimate recovery because they understand that the market and economy will eventually revive. I'm doing great personally and will keep pushing hard in this wild market. Right now, my portfolio is up 43%. I'm going to take a backseat and watch how this all works, gradually adding more stocks.

[@KarenLynnOlsen]

How did you manage to succeed? I want to invest more wisely because I have a lump sum that inflation is slowly depleting.

[@rineleff2009]

I diversified my $50K portfolio across several markets with the help of an investment advisor, and I was able to earn almost $200K in net profit among high dividend yield equities, ETFs, and bonds

[@KarenLynnOlsen]

That is impressive! my portfolio has remained stagnate. Who is guiding you please?

[@rineleff2009]

Well, Nancy Magaret Delony is the licensed expert I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment

[@user-fb2hk7vu3q]

Unbelievable, Really there is no better feeling than coming across a similar name who has helped change ones family life financially, Yes i know her and honestly i can testify her strategy is amazing and truly worth giving the shot.

[@jerryvisualadvantage]

get this guest on more. she is really good at explaining.

[@omarbaba8385]

Rightfully so, Grabriela!

[@S62r]

NOW it’s time? Not like a few months ago when rates were much higher? Typical markets punditry to wait for something to go up and THEN tell people to buy

[@theunbearablebull]

They have been saying to buy for about 2 years now and comments like yours are always in these videos. Some of you are too stupid to have access to the internet

[@KungPowEnterFist]

Blahahaha! Now is the time? How about no. April/May 2024 was the time, and that's when I bought a second boat and loaded it. First boat was loaded back in October/November 2023. You completely missed it if you are buying duration today.

[@silverdrillpickle7596]

Her up-speak is glorious

[@gordongekko2781]

I hate to sound like a jerk, but is it really necessary for her to vocally emphasize EVERY single point she makes? If you emphasize every point, then you effectively place the emphasis on no points. Her speech is essentially the exact opposite of a monotone voice. Both are extreme. Imagine if you asked her about the weather and she responded in this voice.

[@drscopeify]

The thing is that Banks want what??? More customers. So they send out what I call the "WOLF" to chase the chickens in to the safety of the bank. Allot of retail investors sold out when the Japan carry trade thing cooked off and now here they show up to get some of that sweet sweet cash sitting outside of the market. Well that is my theory anyway.

[@gordongekko2781]

@@drscopeify That's not a terrible theory. Would explain her overacting.

[@marz9586]

Love her!

[@MatthewMS.]

NVDA is a defensive and growth strategy. Why? Growing earnings with a giant moat.

[@skyak4493]

Growth potential is limited for $3T company. Earning are super high margin capital equipment sold to customers making negative margins. And NVDA says they are jumping in to compete with their customers. Don’t pay growth multiple for a cyclical….

[@swb3248]

Why is she saying to only go out to 3 years in duration when the 10 year yield is collapsing? Does she think the 10 year yield has already bottomed out because if it goes down another hundred basis points you’ll wish you would’ve locked in at today’s rates or last weeks rates. Most people think the peak in long yields has already occurred and they’re just going to keep going down. If you’re wanting income for the long run, you need to lock in more than 3 years out don’t you?

[@user-jd7gc4jb4x]

Thanks 🙏🙏🙏👍 for your understanding

[@36CatsHeavenRescue]

I grew up a California surfer,dude awesome.after graduating college I changed my voice to sound like everyone else! Totally Awesome!

[@36CatsHeavenRescue]

I’m now stuck with her nasally upspeak voice in my head😂

[@ronsilva7394]

Is she putting lipstick on a pig market ?

[@incipidsigninsetup]

No, she's trying to hypothosize where the end of the bull market happens to be. Everyone knows these cycles eventually end, so how do you best maximize your portfolio? Scared money doesn't make money.

[@gordongekko2781]

@@incipidsigninsetup Scared money can avoid losses, which is just as helpful. I pulled out of the market the day Lehman Brothers collapsed, and waited patiently for the bottom before getting back in. I have no regrets about that.

[@Psychetwo]

How is 5% rate considered restrictive? If we cannot maintain 5% then the recession fear is not over blown

[@gordongekko2781]

I keep telling people this is NOT a high interest rate environment. 4-5% is NORMAL.

[@drscopeify]

​@@gordongekko2781 4% to 5% is Normal only if the country is balanced well. The USA has had 50 years of falling inflation due to outsourcing to Asia and aging population. With better medication and as the USA jobs turned to office work we just have way more people around then we would have and so with older people living longer there is a TON of money just locked away in savings/investing accounts and value of homes and the problem is that old people spend less money then young people = falling inflation. What the USA needs is #1 bring back industry, #2 more immigration to off set the lack of births and so many healthy old people who penny pinch. #3 raise tariffs to make goods people buy from outside the USA more expensive to stop money leaving out of the USA which lowers inflation too much.

[@gordongekko2781]

@@drscopeify That's an interesting take. I had not considered the money-hording senors angle.

[@grandmiserthe3rd434]

Now is the time for us to do what we've always done ...... said Kamala .... !!!

[@PatyRamírez-z9z]

Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.

[@FolarinSodiq]

The strategies are quite rigorous for the regular. They are mostly successfully carried out by pros who have had a great deal of skills/knowledge to pull such trades off.

[@ShellyHuerta]

@@FolarinSodiq I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2020, I was having an investing nightmare before touching base with an advisor. In a nutshell, I've accrued over $2m with the help of my advisor from an initial $350k investment.

[@PatyRamírez-z9z]

@@ShellyHuerta Please can you leave the information of your investment advisor here? I'm in dire need of one.

[@ShellyHuerta]

@@PatyRamírez-z9z Victoria Carmen Santaella' is the licensed coach I use. Just research the name. You'll find the necessary details to work with a correspondence to set up an appointment.

[@PatyRamírez-z9z]

@@ShellyHuerta Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible.

[@pware9643]

So the debate is Soft Landing, Hard Landing or just a low fly by..?! Question is what are people going to do with the Trillion sitting in cash/money market/short t bills.. when they see their 5% yield go to 4, then 3%.. I think she is right with the bond/cash part of your portfolio.. get longer. How about a "CD" from an insurance company, called a MYGA.. get 6.55% for 7 years locked in now, and the interest is tax deferred.. from Canvas annuity direct buy site.

[@dbraymore]

Like ohh my god Bekkahhh

[@cmiksee1932]

“strategists” are always a bit cringy but this one is painfully funny. Contentless and all with a ridiculous delivery/affected tone.

[@fhowland]

Maybe Finally I can get above water on my TLT

[@Diahsbis]

Wow, you got in high...

[@fhowland]

@@Diahsbis did i? April 2023

[@33Treez]

The Graph GRT Decentralized Indexing Infrastructure is a must for DeFi / RWA's , DePins ... It actually creates the Future of Web3 and makes it a reality...

[@liudizzle]

👀

[@farnio]

Smash?

[@georgemaximus694]

She has a very lying facial expression

[@gordongekko2781]

It doesn't help that she puts an emphasis on literally every sentence that comes out of her mouth.

[@metaphysical6504]

she must be from california

[@gunaysoni6792]

Wink Wink Nod Nod

[@moshebmoshe]

This woman is bugging out

[@andybuchanan4999]

How can anyone say "recession fears are overblown" unless they are just totally ignorant about the "birth-death model" and how NFP prints are plugged with guesses.

[@gordongekko2781]

It's always a "small chance" until it happens.

[@matthewmolina9485]

Gabriela Santos, sucks, too much Dramatics! Both visual antics and auditory extremes!

[@MickyGlover]

I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.

[@kurtKking]

Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown. its important to seek the guidance of an expert.

[@janicedennis8308]

I’m mostly in cash and waiting for market to re-level on the reality of our situation. Or are there any ways I can avoid a crunch and maximize my savings of $550k? I know election years are positive for the stock market about 90% of the time. Meanwhile, I'm just focused on making better investments and earning more as recession fear increases. I have a little over 250k i wanted to put in the markets but I don’t know what direction to head now.