Citi Global Wealth at Work的动态

Investors have hit the ground running following the summer break – but what might they expect from the final stretch this year? Are further rate cuts around the corner? Could growth re-accelerate in the new year? In our new issue of "PERSPECTIVES", our Chief Investment Office provides an update on the economic and investment outlook for the fourth quarter of 2024. We consider whether this softer growth environment might persist for a while, without tipping into recession, and the possible implications for investors. In addition to our macroeconomic commentary, we also outline our forecasts for equities, fixed income, commodities and foreign exchange. You can read the full issue here: https://lnkd.in/efBm6rUp #CIOView #privatebanking #wealthmanagement Deutsche Bank (When investing, your capital may be at risk)

It’s returns (on capital) that matter ??? “The market value of equities, whether public or private, represents a range of assumptions about future returns on capital. When profit forecasts change, market values adjust accordingly. The adjustment can be quick in public markets or slow in private ones, but they’re inevitable. Looking back at the remarkable period of wealth accumulation enjoyed by investors since the end of the global financial crisis, the catalyst was significant net income growth by companies regardless of region or style. While some materially outearned others, such as US large-cap growth companies, return on capital and stock prices were relatively high and faced minimal interruption. Leaving aside the COVID-lockdown-stimulus-driven quarters, a global savings glut and falling fixed investment helped drive years of economic stagnation that weighed on corporate revenues. Yet many businesses around the world were still able to generate remarkable return rates thanks in part to falling capital and operating costs. While that’s how we got here, what matters now is where we’re going. Since 2022, both capital and operating costs have risen.” ROBERT M. ALMEIDA #consulenzafinanziaria #educazionefinanziaria #economia #investimento #mercati #Assetmanagement #Markets #economy #china #investment #investors #finance #finanza #wealthmanagement #privatebanking #investing #investments #asia

Our investment partners at J.P. Morgan released their mid-year outlook. Some of their key takeaways to consider: 1. The US economy looks set to see a continuing gradual slowdown in economic growth, jobs and inflation, providing a rising tide to support most long-term risk assets. 2. Although there is still an extreme concentration in US equities amongst global allocations, there has been a geographic broadening within portfolios. 3. Alternative investments can help better prepare portfolios for potential volatility through diversification, inflation protection and alpha generation. Read the full report below:

Key risks in a divergent equity market. This year, #investors will be paying close attention to any signs of deceleration in corporate earnings growth. They will also watch the health of the housing market ?? and financial sectors ??, as they tend to be the most exposed to interest rate movements. Bloomberg. ?? Read the full article on Investment IQ: https://lnkd.in/e3MA4WYs #investment #investmentmanagement #wealthmanagement #finance

Key risks in a divergent equity market. This year, #investors will be paying close attention to any signs of deceleration in corporate earnings growth. They will also watch the health of the housing market ?? and financial sectors ??, as they tend to be the most exposed to interest rate movements. Bloomberg. ?? Read the full article on Investment IQ: https://lnkd.in/e3MA4WYs #investment #investmentmanagement #wealthmanagement #finance

Asia holds significant potential for long-term investors and the region is expected to outperform the US once the Fed starts cutting rates. Here’s why: https://ow.ly/eleS50Rruk2 Discover our full spectrum of income investment capabilities across equities, multi-asset and fixed income: https://ow.ly/cVKt50Rruk3 Investment involves risk. #IncomeInvesting #IncomeChampion

This morning, Kevin Kidney, Head of Asset Allocation, discusses the economic factors that have resulted in a new all time high for global equities and the subsequent shift in narrative away from US led equities to the European market. This is turn is feeding a constructive earnings story for global corporates with positive revisions across multiple economies. #MorningMarkets #TruePotential

“Data is essential to the functioning of the economy as energy now” Kevin McSweeney. I had the privilege to spend the day hearing from the top minds CI Global Asset Management speaking not only about performance, but the way it is delivered. Marc-André Lewis has been instrumental in bringing private asset products historically available to institutional investors to the retail investors. #highperformanceteam Calgary based Auspice Capital Advisors Tim Pickering enlightened the crowd with #commoditysupercycle risk management and timing that provides equity returns without the correlation. Insights on #economy. 4 things to consider: 1. Consumer Spending 2. Government Spending 3. Net Import:Export 4. Investor Savings Always a treat to get a macro perspective on China, Mexico, Latin America, India, Budget and Deficit considerations in US and Economic Reforms from Matthew Strauss #equities #fixedincome #commodities #growthequities #infastructure #index #privatemarkets

This is normal. Right? It's 2024, and a variety of factors are affecting market conditions. Geopolitical tensions, interest rates, the election year, and corporate earnings are just a few. Are we back to normal? The market has always been subject to fluctuations and volatility, and it is important to keep a level head and not panic. Natalie Picha, Chief Experience Officer, and Glenn Royal, CFP?, Chief Investment Officer from RHP Wealth Management, discuss the market news and what to look for in 2024. Natalie Picha Michele Jones @glennroyal, CFP? Listen here: https://loom.ly/u2e497A #inflation #electionyear #corporateearnings