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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

Private markets poised for growth amid public market volatility, says report LINK: https://lnkd.in/eFqAYES6 #BankingAndFinanceNews #PrivateEquityFunds Please Repost

?????Over time, we've seen that markets have been non-partisan. While elections often bring heightened emotions and create short-term volatility, history shows that markets have been ultimately influenced by economic fundamentals like corporate earnings, interest rates, and global trends – not political outcomes. ?????Historical data shows that, over the long term, markets tend to grow regardless of which party holds office. This reiterates the importance of staying disciplined and investing for the future, beyond election cycles. ?????The S&P 500 Index is a capitalization-weighted index that is generally considered representative of the U.S. large capitalization market. Index returns include the reinvestment of dividends but do not include adjustments for brokerage, custodian, and advisory fees. Indices are unmanaged and are not available for direct investment.

Private markets poised for growth amid public market volatility, says report LINK: https://lnkd.in/ekbYFq7U #BankingAndFinanceNews #PrivateEquityFunds Please Repost

Global economic growth defied all but the most optimistic estimates in 2023, hitting 2.6% year on year. It looks like forecasters underestimated the resilience of consumer spending – particularly the extent to which consumers, especially US consumers, would use savings built up during the pandemic. But with January under our collective belts, what are the economic and market prospects in 2024? In my Capital Markets Update, I’ve outlined my views on #credit, #governmentbonds #equities and #property. I hope you find it useful! Robert Kotlar Ben Farmer Ross Fleming Calum Cooper Laura McLaren Oriana Mezini, CFA, CAIA Linda McAleer Matt Firth, CFA Ben Fox FIA Ross MacLeod FFA Mohammad Asad Rashid, CFA Mostafa Nasim Penny Cochrane, CFA, CAIA Elaine Torry Jack Richards, CFA Evan Klironomos, John Dickson Nell McRae Emma Cameron Chiara Beaton Ryan Bio-Genfi, CFA Kathryn Robertson Heather Jones

The Q3 2024 Investment Review by Blankinship & Foster discusses key economic trends, including GDP growth, inflation deceleration and Federal Reserve rate cuts. The report highlights strong stock market performance, rising corporate earnings, and opportunities for diversification in global markets. It also covers the impact of falling interest rates on bonds and real estate, while noting potential risks such as geopolitical instability and stock market volatility. Read the full report now and take control of your financial future: https://lnkd.in/gwZEgA2H #diversifymyportfolio #invetmentstrategy #longterminvestments #taxefficientinvestments

The recovering deals market could get a lift from private equity-backed companies as early as the beginning of 2025 as general partners respond to growing pressure to return capital to investors. As we discussed in the?US Deals 2024 midyear outlook,?the M&A recovery is born from a mixed — though mostly positive — bag of macroeconomic news. While each week brings new data points that have made the past few months feel like it’s a “two steps forward, one step back” economy, a few trends have emerged. https://lnkd.in/eVAGKn4t

Market volatility is part of the investing process. More than 7 times a year investors should expect pullbacks of 3 percent and, at least once a year (since 1928), investors should be prepared for a 10 percent correction. When viewed from a historical perspective, recent market activity isn't as abnormal as one might think. #chfc #financialadvisor #financialplanning #wealthplanning #lpfinancial

With the markets recently hitting an all-time high, some investors might hesitate, fearing it's not the best time to invest. However, historical data from the S&P 500 may reveal a different story. As shown in our latest analysis, investing during peak periods may not impeded long-term returns. The key takeaway? Time in the market beats timing the market. Whether entering at a high or any other point, the potential for solid returns over the long term could remain robust. Let's focus on strategic, long-term investment plans rather than short-term fluctuations! #Investments #lMarkets #LongTermInvesting Disclosures: https://lnkd.in/dc7hFbcy

With a recent rebound in equity markets, should we still expect a soft landing? Explore how changes to the labor market may affect a soft-landing scenario and how investors can navigate potential market changes. Read more: https://okt.to/YeGNTp