Greenrock Research Webinar | October 2022

In this webinar, Kevin Malone discusses the current state of the market, highlighting the significant declines across various indices and sectors. He gives his take on the performance of high-quality and low-quality companies, with growth and value stocks both experiencing significant drops. Malone predicts a further decline in the stock market, comparing the current situation to previous bear markets. He discusses the performance of the firm's equity portfolios, mentioning Dearborn's relatively better performance compared to the S&P, while expressing concerns about Henderson's performance.

Malone emphasizes the importance of dividend raises in the portfolios and shares plans for future discussions with Henderson. He also discusses the performance of other portfolios, such as 3EDGE, and mentions the attractiveness of bond substitutes. Malone expects a potential market capitulation and the emergence of investment opportunities, particularly in dividend stocks. He concludes by offering assistance to advisors in communicating with their clients during these challenging times.