Volatility can create challenges for investors that advisors may find difficult to manage. The linked presentation deck highlights information that advisors can use to educate their clients about current market and economic conditions, the outlook going forward and the importance of long-term investing and diversification [...]
As market returns remain strong, volatility is staging a comeback. Recent volatility most likely relates to uncertain around the election, interest rates and the economy. To help investors cope more productively with volatility, diversification strategies can alleviate some of the risks […]
Recent falling inflation, broadening corporate earnings and labor market balancing all increase the potential for a Federal Reserve (Fed) rate cut later this year. A broad array of asset classes could potentially benefit from this rate cut, which strengthens the case for portfolio diversification at a time when a few market leaders have created the potential for concentration risk [...]
As the market anticipates a rate cut later in 2024, market performance is increasingly being driven by a group of technology stocks known as the Magnificent Seven. However, the divergence between the broader market and these stocks creates the potential for a larger selloff when these companies lost momentum [...]
Despite persistent inflation, interest rate cut delays and geopolitical tensions around the globe, the markets remain resilient, demonstrating low volatility, low pullbacks and low losses. Historical market performance suggests that remaining in the market is a good idea because it's not about timing the market, but time in the market [...]
Download the 5.3.24 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Rate Debate Goes On April was a rough month for the market, with the S&P 500 down over 4%, the worst monthly return since September of 2023. With that said, we are still on […]