Mike Contopoulos

Janice Henderson Investors · Person · Business

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Mike Contopoulos - Janice Henderson Investors. Tracked across 5 mentions in podcasts and expert conversations analyzed by Sonic.

What Mike Contopoulos has said

Mike Contopoulos of Janice Henderson Investors increased his portfolio's cash position from a normal level of 2% to 7% to account for market volatility.

bearish·Mike Contopoulos

Mike Contopoulos believes if the Federal Reserve cuts interest rates, it would be a mistake that would cause Treasury yields to go much higher, hurting growth and long-duration assets.

bearish·Mike Contopoulos

Mike Contopoulos of Janice Henderson Investors believes there is a probability of a Federal Reserve interest rate hike.

bearish·Mike Contopoulos

Mike Contopoulos of Janice Henderson Investors increased his portfolio's cash position from a normal level of 2% to 7% to account for market volatility.

Expert perspectiveMike ContopoulosApr 13

Mike Contopoulos believes if the Federal Reserve cuts interest rates, it would be a mistake that would cause Treasury yields to go much higher, hurting growth and long-duration assets.

Expert perspectiveMike ContopoulosApr 13

Mike Contopoulos of Janice Henderson Investors believes there is a probability of a Federal Reserve interest rate hike.

Expert perspectiveMike ContopoulosApr 13

Mike Contopoulos of Janice Henderson Investors believes market volatility indexes like the MOVE index and the VIX index should be higher given the current level of uncertainty.

Expert perspectiveMike ContopoulosApr 13

Janice Henderson Investors' portfolio is tilted towards international markets, including emerging markets ex-China, Japan, and Europe, and U.S. sectors like industrials, energy, and materials.

Expert perspectiveMike ContopoulosApr 13

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