Read the Q1 ’25 Investing Insights and download the supplemental PDF for advisors’ use for client communications. Disclosures This commentary is provided for informational and educational purposes only. The information, analysis and opinions expressed herein reflect our judgment and opinions as of the date of writing and are subject to change at any time without
We are seeing our first market correction in about 18 months (S&P 500 down more than 10%) as newly announced tariffs spark inflation and economic growth worries for investors, leading to extreme levels of uncertainty and volatility. [...]
The market went three-for-three in terms of strong quarterly performance this year. The S&P 500 increased by 10.6% in Q1, 4.3% in Q2 and 5.9% in Q3 — delivering a compounded 22.1% year-to-date annual growth rate through the end of the third quarter [...]
Hovering over the market's outperformance year to date is economic uncertainty. Employment growth is falling, which leaves many investors and their advisors fearful of a hard rather than a soft economic landing. In this week's Dynamic Market Update, you'll gain insight into why a soft landing is likely and steps you can take to protect your portfolio from downside risk [...]
Download the Q2 2024 Dynamic Investing Insights for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management “All I want to know is where I’m going to die, so I’ll never go there.” – Charlie Munger (January 1, 1924 – November 28, 2023) – Legendary investor, philanthropist, and friend. As
