Kestra Investment Management

💵 "The strength of the overall dollar, and this is the part that I think can sometimes get lost, is a massive competitive advantage for the U.S. economy. So, as we think about our ability to have things like oil markets priced in dollars, to have other countries have their reserves in dollars, that's a huge advantage both economically and politically," says CIO Kara Murphy, CFA in the latest episode of the Barron's Streetwise podcast. Tune in at 22:38 to hear Kara's latest conversation with Jack Hough, Associate Editor at Barron's and podcast host, for a conversation on the strength of the dollar, what the implications are for policy makers, and the areas that are most important for diversifying one's portfolios: https://lnkd.in/eqji4nd6

Always great to see our KIM team members #ontheroad and attending industry events. Check out KIM's John Choquette, CFA, Investment Analyst, key takeaways from this year's Bloomberg Invest Conference below👇 Interested in learning more about these topics and the KIM investment opportunities? Learn more here: https://lnkd.in/dRYciQk6

💡 "In an election year, the first half will be relatively flat, but by the second half, you start to catch up with those non-election years. And you get there with a higher level of volatility. This is a great example of where emotions, feelings and concerns can lead to bad decisions within a portfolio. So it’s our job to help guide clients through that process," says CIO Kara Murphy, CFA in the latest AdvisorHub Tony Sirianni Podcast. Check out Kara's conversation with Tony Sirianni to learn more: https://lnkd.in/gcR-uTHs

What does an aging population mean for the markets and the economy? In this week's Markets in a Minute, our CIO Kara Murphy, CFA explores the so-called silver tsunami, a global demographic trend with implications for investors and policymakers alike. What do you think, does the silver tsunami have silver linings too? Read the full piece here to learn more: https://lnkd.in/e-6rvW5g

🎥 In case you missed it, CIO Kara Murphy, CFA joined Bloomberg Markets The Close in the studio with hosts Romaine Bostick, CFA and Alix Steel to discuss earnings power in more cyclical companies, diversifying your portfolio outside of mega cap and the broader concentration of the market. Tune in at 37:19 to hear Kara's latest market insights: https://lnkd.in/esTyrvmt

💡Our very own Derek Schug, CFA, SVP, Head of Portfolio Management, recently sat down with The New York Times reporter Lydia DePillis for a conversation exploring the economic and financial risks from climate change. Read the full piece here: https://lnkd.in/dk6iX6CD

📆 Save the date! Our CIO Kara Murphy, CFA’s next appearance on Bloomberg's The Close is tomorrow, 6/20 at 2:50 p.m. CT. Tune in to hear the latest on the markets here: https://lnkd.in/eRpyAfT

Two years ago, prices were soaring at unprecedented rates, but they've since slowed down thanks in part to higher interest rates from the Federal Reserve. In this week's Money with Murphy, Kara Murphy, CFA explores whether inflation is still high, why it matters to consumers, and what the future might hold as markets anticipate interest rate cuts.

Our SVP, Head of Portfolio Management, Derek Schug, CFA, recently sat down with Citywire Pro Buyer reporter William Johnson for an in-depth look at KIM's model portfolios and where the opportunities are for fixed-income ETFs that can capture value beyond treasuries. Check out the full piece here: https://lnkd.in/e_eH-6Kd

🌏 💡 How often do you find yourself thinking about infrastructure, or at least, taking it for granted? In this week's Markets in a Minute, our CIO Kara Murphy, CFA, explores what's actually behind the global push to upgrade infrastructure and the considerations at play when it comes to economic costs, emerging global markets and the rising energy demand. Learn more here: https://lnkd.in/e-SEmWYY