Tech Stocks Are Back: Rotation to Growth To Provide Strong Returns Tech stocks are back. Rotation into the right growth stocks will provide strong returns. #investing #technology #advisors
Is the Fed Winning the Inflation War? We saw another indicator today that the Federal Reserve has been successful in stemming the tide of inflation. #inflation #markets
5 Key Questions To Ask Before Making a Private Market Investment New financial technology platforms are making it possible for high-net-worth investors to access private market investments. #markets #investments
Putting Yields to Work: Short-Duration, High Yield Bonds Income is back in fixed income. The front end of the curve may offer a way to earn that income while avoiding some of the risk.
UK Regulation Plans Show Crypto Is Mainstream, Digital Is Future of Finance The UK’s plans to “robustly” regulate the cryptocurrency industry must be championed and highlight that digital is the future of finance.
Healthy Outlook for Therapeutics Big Pharma relatively well-capitalized and in a deal-making mood, we see the potential for a rebound for small- and mid-cap stocks. #stock
Fed Pivots & Equity Market Bottoms S&P 500’s P/E’s typically bottoms after a Fed pivot; there is historical precedent of multiple expansion following a Fed pivot.
Don’t Bet Against Big Tech Long-Term Amid Earning Reports Fears Don’t bet against big tech, despite the current sell-off ahead of a big week of earnings reports from tech heavyweights. #investing
LVMH: Rebound in International Travel Helps LVMH Dazzle at the Full Year LVMH bears will point out the group demands a relatively hefty valuation, which of course increases risk. #stocks $LVMH
82% Of Millionaires Seek Advice on Crypto as Bitcoin Soars Eight out of 10 high net worth (HNW) individuals have asked their financial advisers about including cryptocurrencies, such as Bitcoin.
Why Private Markets Allocation Should Be Higher Traditional investor portfolios in 2022 generally experienced one of their worst years in decades, with investors now facing recession risk.
Investors Urged To Seize Markets’ Bullish Sentiment These effects are causing a bullish sentiment as investors believe that many of 2022’s headwinds are now in the rear-view mirror.
Toyota: Well-Oiled Wheels of Succession but Still Faces a Tough Road Ahead With Toyoda becoming chairman hopes are high for a smooth transition with the share price dropping only slightly following the announcement.
Tesla: Record Quarter as Macro Questions Mount Tesla’s average selling price (ASP) increased compared to last year, reflecting a more lucrative mix of cars being sold.
MSFT: Cloud Beat Helps Microsoft Extend Rally Microsoft’s enjoying the benefits of the US market rally. The market has rewarded the tech giant for its beat on Cloud revenues.
Global Food Inflation Headaches Market Report: Global food inflation headaches, UK producer costs fall and Wetherspoons shows resilience. #markets #food
Are Home Buyers Back in the Game? With mortgage rates down, mortgage applications for purchase surged last week, indicating some renewed enthusiasm from potential home buyers.
The Case for Real Estate in 2023 We think 2023 could offer compelling opportunities for long-term real estate investors to provide timely liquidity in a challenging market.
Investors Buy Income Funds as Confidence in Global Markets Dips The S&P 500 in particular experiencing choppy waters thanks to market-unfriendly forward guidance on the Fed’s interest rate policy.
A Macro Regime Shift Requires a Portfolio Allocation Shift We believe the off to the races start thus far in January provides opportunity for reallocation toward sectors that can go the distance.
65% Jump in Fintech Use, With Boomers the Fastest-Growing Cohort The use of finance apps jumped by almost two-thirds in 2022 – with boomers the fastest growing demographic. #fintech #investing
Investor Confidence Surges Into the Lunar New Year Investor confidence has surged into the Lunar New Year after China lifted its drastic Covid restrictions. #investing #china #success
UK and US Active vs Passive Funds - Who Won 2022? In terms of performance of equity fund managers, most active managers underperformed their passive equivalents over 2022. #investing
Netflix Shrugs off Wall St Slump With Show Stopping End to the Year Netflix has had a showstopping end to the year, in a performance even its worst critics can’t argue with. #stocks #investing
How Using SEO Strategies Can Improve Your Company’s Sales To get the most out of SEO, you need to utilize it properly. Here are four SEO tips that should boost your company’s sales. #seo
Low Returns and High Volatility? Time To Consider Covered Calls? 2022 was a very challenging year for the equity markets with a max drawdown of 25% for the S&P 500, pushing the benchmark into bear market territory.
What’s the Plan? Figuring Out How To Help Your Declining Loved One Depending on the family dynamics, the necessary conversations often start with the immediate family, including both a spouse and adult children. #aging
An Alternative(s) Take on the New Year Benefit of alternative asset classes or strategies that supply less-correlated returns to stocks and bonds has never been more obvious. #alternatives
Kick the Football, Investors! As return dispersion widens in the equity market, we believe the opportunity in income-focused, high quality, disciplined investing expands.
December CPI Report Makes Next Fed Moves More Uncertain Headline CPI came in at -0.1% month over month and 6.5% year over year, and Core (CPI Ex Food and Energy) came in at 0.3%. #markets
Bitcoin Hits $21K: The ‘Bulls Are Ready To Run!’ The crypto market will not go in a straight line, but we expect the bears to go into hibernation and bulls are ready to run. #crypto
Visualizing the Future of Transportation What will the future of transportation look like? What does the vision mean for commercial vehicle OEMs? #transportation
U.S. Inflation Data To Fuel Stock Market Rally There’s a higher chance that the Federal Reserve will pursue less aggressive interest rate hikes in the world's largest economy
Improving Alpha: A Zero Sum Behavioral Psychology Approach for Innovative Allocators Going under the hood of economic behavioral psychology at work across asset managers and owners. #investing #investors
US Inflation: Stocks Set for Choppy Session as Consumer Prices Fall but Jobs Market Remains Sticky A session of choppy trading lies ahead on Wall Street as conflicting data cast doubts on how quickly the Fed might press pause on rate hikes
Top 5 Fixed Income Market Insights for 2023 Despite all the global headwinds, we maintain the opportunities in fixed income far exceed the risks of sitting on the sidelines. #bonds #fixedincome
How To Give Your Electronics a Boost Watching an outdated television. If this is true for you, then it's time to give your electronics a boost. Try some of the following ideas. #tech
Encouraging Emerging Markets in 2023 The outlook for EMs in 2023 is looking far more encouraging, particularly for countries such as China, India, Mexico, Vietnam and Brazil
‘Peak Opportunity’ in Q1 Is When Investors Could Be Rewarded Economic peak opportunity is likely to be late Quarter 1 for most major developed economies. #investing #stockmarket #economies
Fed and Market at Odds on Pivot in 2023 Optimism that the Fed is moving to a slower pace of hikes or possible pause later in the year could well be warranted. #stocks #market
US Jobs Data Gives Fed License To Keep Tightening, Wall St Sell Off Resumes The sell-off came as tech giant Amazon said it plans to cut 18,000 jobs, and its sheer market value meant that nerves around this.
Ready To Acquire a Practice? Hagood shares that there are a number of areas a hopeful acquirer can focus on to make their firm a more compelling candidate. #acquisition #advisor
4 Themes Will Shape Investments in 2023 There are four over-riding investment themes that investors will be watching and positioning for in 2023 in order to build their wealth.
Fashion Business Trends and Predictions 2023 The years to come will bring a lot of challenges in the fashion industry, a lot of norms and perceptions will be challenged. #fashion #trends
Oil Price Soars Amid Russia Export Ban The ban of exports for nations adhering to Russian price caps adds fuel to the anxieties around supply. #oil #investing #prices
Advisor’s Checklist for End-of-Year Client Conversations Now is the best time to connect with clients who are likely worried about the chances of a recession in 2023. #advisors #clients
Tips From Pros on Becoming a Photographer But before you go experimenting with your style, listen to what tips pros have to give you. #photography
Santa Rally Revs Up, Top Shares for 2022 and Economic Prospects for 2023 The hoped-for Santa rally is running merrily through markets, but it may end up being a short-lived ride given the cost-of-living winds swirling.
There Is No “Soft” Landing for the U.S. Economy in 2023 History shows us very clearly that the Fed will have to raise rates ABOVE the rate of inflation and hold them there for an extended period.