Kestra Investment Management的动态

With the presidential election behind us, volatility in the equity market has dropped and focus is returning to fundamentals such as corporate earnings and economic growth. I’ve said it before, and I’ll likely say it again, our research shows that the individual in the White House does not have a large, long-term impact on the direction of the market. And that is a good thing. The strength of American institutions provides enviable economic stability. ? That said, there are still important questions to be answered. My eyes are now on: ??The upcoming Fed meeting ??Rising yields ??Tax policy ? For more KIM perspectives, go to www.kestraim.com and as always, Invest Wisely, Live Richly.??

Some election perspective. 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.

"Vote at the polls, not with your portfolio" Following the election, US stock markets are reacting positively to the results and are starting to price in how fiscal policy can impact growth prospects for certain sectors of the economy. In what can be a divisive time in the country, it is natural to think about how policies could potentially impact economic growth, career prospects, family, and personal finances. We are here to help talk through & create a game plan on all of those areas! As it relates to investing, below is a great graphic showing over the last 10 & 70 years if you had only invested when a Republican/Democrat was in office vs. staying invested the whole time. "Investing is 20% knowing what to invest in, 80% how well you behave during volatility"

How Will The Election Year Impact Asset Markets? Darius joined Victor Jones this week to discuss the impact of the PBOC’s policies, inflation, the election year, and more. If you missed the interview, here are the three most important takeaways from the conversation that have significant implications for your portfolio: https://lnkd.in/eqqCYh6i

Boom and gloom? Following the pandemic, the good times have returned to the US economy, with a strong jobs market boosting wages. Yet surveys tell us that for many consumers, the ‘feel good’ factor just isn’t there. In an election year, Republican voters are most gloomy. Julian Howard explores why this might be, the implications for investors, and what it might take to MAGA – Make America Grin Again. Read more here: https://ow.ly/2gkC30sACIz Follow GAM Investments and subscribe to our newsletter for more insights: ow.ly/5irZ30sAAEO #AssetManagement #Investing #MultiAsset #USEconomy #MAGA For professional investors only. Capital at risk.

Boom and gloom? Following the pandemic, the good times have returned to the US economy, with a strong jobs market boosting wages. Yet surveys tell us that for many consumers, the ‘feel good’ factor just isn’t there. In an election year, Republican voters are most gloomy. Julian Howard explores why this might be, the implications for investors, and what it might take to MAGA – Make America Grin Again. Read more here: https://ow.ly/lLut30sACG0 Follow GAM Investments and subscribe to our newsletter for more insights: ow.ly/5irZ30sAAEO #AssetManagement #Investing #MultiAsset #USEconomy #MAGA For professional investors only. Capital at risk.

With the recent U.S. election and a Fed rate cut shaping the investment landscape, now is a pivotal moment for investors to reassess their strategies. Potential tax and trade shifts, along with the Fed’s easing, present both opportunities and challenges. Staying diversified and focusing on quality investments is key to navigating volatility and driving long-term growth. Read our Farther November Market Commentary from Head of Investments, Min Zhang, CFA, for more insights on positioning your portfolio.

It's the economy! More specifically, it's the inflation. Concerns about the cost of living helped propel former President Trump back to the White House. Investors are breathing a BIG sigh of relief that there isn't a contested election. They're fired up about the pro-business parts of the Trump agenda (and not paying attention to the other parts, for now). Breaking this down on CNN early this morning. Read David Goldman's full analysis here: https://lnkd.in/dDK-UkT8

Which President do U.S. stocks want? Quick answer:?Corporate success and value are determined over decades, not in four-year terms. "The anticipation building up to elections often brings with it questions about how financial markets will respond.? But the outcome of an election is only one of many inputs to the market. Our interactive exhibit examines market and economic data for nearly?100 years of US presidential terms and shows a consistent upward march for US equities regardless of the administration in place.? This is an important lesson on the benefits of a long-term investment approach." -DFA