A soft-landing trade has gripped the U.S. equity markets, but it may also be gaining impetus from Donald Trump’s growing poll lead, writes Multi-Asset CIO Erik Knutzen. Read the full #CIOWeekly below.
Neuberger Berman’s Post
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CPA, CFP, CFA at Weaver Financial, providing high quality financial planning advice so you can build your financial security
The U.S. stock market has had a huge run since the fall of ’23. Many investors have been rebalancing investment portfolios to avoid high concentrations, moderate risk, and improve long-term returns. Read my article The Benefits of Rebalancing Portfolios, published in the Missouri Society of CPA’s professional journal for details. https://lnkd.in/ehzz6ETD #financialplanning #investments
In the Missouri CPA Journal: The Benefits of Rebalancing Portfolios -
https://www.weaverfinancialplanning.com
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This has been true for probably fifteen years and it’s important to keep this in mind. Not because it’s important to be fearful. But because it’s important to note that public equity markets have more or less appreciated the entire time.
With global stocks at all-time highs, investors can't shake off the fear factor
cnbc.com
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Small and medium US companies may surprise on the upside in this coming election year argues fund manager Mark Sherlock CFA FCA. Read the latest Q&A from our US SMID team to find out why: https://lnkd.in/eQbcQwqu #USSMID #questionsandanswers #2024outlook Capital at risk. For professional investors only.
US SMID: Seven questions answered | Federated Hermes Limited
hermes-investment.com
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Equity Income Investing Redux No doubt the past year has been difficult for equity income investors. But history, inherent biases, mean reversion, and the current market backdrop point to a comeback, advises Brian F. Lomax, CFA, CAIA. High-yielding stocks are positioned to perform better over the next year, he writes, urging investors to hang in there. https://ow.ly/cKG850RsmCk
Equity Income Investing Redux
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The everything rally in the stock market has been a great gift, but investors should consider exchanging companies that have run too far, too fast on questionable fundamentals. In the latest Markets in Focus, Matt Orton, CFA, Chief Market Strategist for Raymond James Investment Management, suggests that investors consider acting on opportunities to redeploy capital and ensure they have diversified portfolios of higher-quality stocks and bonds heading into next year. Learn more: https://lnkd.in/gjFN-QcQ
Markets in Focus
rjinvestmentmanagement.com
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As the US Fed looks to engineer a “soft landing”, the earnings outlook for US companies is mixed leading to a more cautious outlook for 2024. Here Calvin Lim from our specialist global equities investment partner, Northcape Capital, discusses the opportunities beginning to surface in global equity markets. https://lnkd.in/gSbqWhSp #globalequities #marketoutlook
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How to overcome the risks associated with being dependent on a handful of stocks for performance? Investment Director @John Mullins explores why small-cap equities could be part of the answer. #smallcap #magnificent7 #totalreturn For professional, institutional or accredited investors only. Capital at risk.
Big picture thinking with small-cap equities
wellington.com
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How to overcome the risks associated with being dependent on a handful of stocks for performance? Investment Director John M Mullins explores why small-cap equities could be part of the answer. #smallcap #magnificent7 #totalreturn For professional, institutional or accredited investors only. Capital at risk.
Big picture thinking with small-cap equities
wellington.com
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📉 Navigating Market Volatility? Discover Alternative Investments! 📈 With recent drops in major indices like the S&P 500 and Nasdaq, it's crucial to explore stable investment options. Alternative investments offer: 🔹 Insulation from market swings 🔹 Fixed returns and capital security 🔹 Diversification and inflation hedges Transform your portfolio and protect your financial future. Read our full update on the link below. Interested in learning more? Get in touch today! #Investing #AlternativeInvestments #WealthManagement #FinancialSecurity
Schreiber Associates International
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With U.S stocks soaring to record highs again last week and potential rate cuts on the horizon, the environment for risk-taking is supportive for now. Check out the latest from my colleagues at the BlackRock Investment Institute where they share the opportunities they see in U.S equities, fixed income, and private credit -> https://1blk.co/4a2tO6r #stockmarket #fixedincome #privatecredit #markettake
Weekly market commentary | BlackRock Investment Institute
blackrock.com
Portfolio Manager @ Sugi Capital | Helping investors optimize their portfolios
2moAppreciate the insights. To your point, the last two years have been disappointing for small-cap REIT investors, but sentiment has definitely shifted over the past 3 months. We are seeing three market rotations that are supportive of small-cap REITs. You highlight the first broad market effect, "the natural consequence of a soft landing: declining inflation and policy rates combining with resilient economic growth and a steady jobs market." REITs have always done very well in that environment. The second is a shift from momentum to value. We have seen the beaten-down/cheap names (e,g. shopping centers and self storage) outperform the trendy/higher growth sectors like data centers and single family rentals. And the third is a move from large to small, with an appetite for slightly higher leverage. We think all three rotations are very powerful and have room to run. As for the change in US political leadership, we don't see a strong connection....yet!