- The Opportunity in Japanese Stocks - Japanese stocks were standout performers in 2023 after years of stagnation and deflation left Japan an unloved investment destination. Can the positive momentum continue in 2024? BlackRock’s Belinda Boa believes it can and sees the makings of a rags-to-riches story with staying power ― and abundant investment potential.
- Is a Fed Rate Cut in May Still on the Table? - So, how might the January inflation numbers impact when the Fed delivers its first rate cut? Lin said he doesn’t think a May rate cut—which?markets had been pricing in prior to the January report—can be ruled out just yet.?
- The Waiting Game: Markets Anxious for Clarity from the Fed - Last week was a busy one for data and markets. Hotter-than-expected US inflation data roiled markets, signs of economic slowdown became clearer, and uncertainty about the path ahead for US Federal Reserve (Fed) rate cuts has had particular impact on small-cap stocks. Here are my key takeaways from what we learned last week.Disinflation continues in Western developed economies,?imperfectly.
- Indexing Dilutes Capitalism - While every economic system has its drawbacks, capitalism, since its inception several hundred years ago, has outperformed the alternatives. While many have been left behind at various points in time, capitalism has demonstrated its merit in allocating society’s resources better than the decisions of a collective few.
- Gold: Unique in Every Way - This balance between downside protection and capacity to generate positive return over the long term is unique to gold. As illustrated in figure 1, returns for most assets are broadly proportional to risk. Assets with high equity-like returns over the last 20 years have exhibited downside capture (vs. equity markets) of around 100%. Assets with lower downside capture, like fixed income, tend to have lower returns too.
- Gentherm Incorporated ▲11.13%
- Discover Financial Services ▲10.76%
- Marriott Vacations Worldwide Corp ▲10.55%
- Hyatt Hotels Corporation ▲9.84%
- Nvidia Corp ▲9.58%
- Unisys Corp ▼-37.52%
- The E w Scripps Company ▼-26.79%
- Acco Brands Corporation ▼-16.84%
- Fluor Corporation ▼-15.64%
- Gibraltar Industries Inc ▼-15.16%
Join us in our latest episode as we talk to Mario Cianfarani, CFA Head of Distribution at Vanguard Canada, about three key investment (and business) challenges of 2024 for advisors to consider. We cover how to think about:1) Interest in taking money off the sidelines and putting it to work (What's the right approach?)2) Strong need for guidance and education with clients in a new investing era (What do investment plans you CAN stick to look like?)3) Rethinking generational wealth and family planning (How can you bring the whole family into the process so they win, AND continue to retain your practice at succession?)
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