The market rotation from large caps, especially technology and artificial intelligence stocks, and into other areas such as small caps, has driven market uncertainty higher. Rather than overreacting to these moves, investors should instead maintain a long-term perspective and focus on their strategic asset allocations. Click here to continue reading
History shows that long-term investing isn’t just about “predicting winners” – it’s also about diversifying across styles, sectors, and more. Market leadership not only changes over time but also can do so swiftly. Staying diversified allows long-term investors to benefit from opportunities while also having a smoother ride as they work toward their financial goals. […]
History suggests it’s still important to remain diversified amid market exuberance. Doing so allows investors to benefit from recent trends around AI innovations while also positioning their portfolios for long run growth. Click here to read the full article.
The latest earnings figures show that companies are performing well which is a positive sign in this uncertain market environment. In the long run, investors should focus more on trends around economic fundamentals such as earnings than on day-to-day stock moves. Click here to read the full article.
The stock market has become increasingly jittery with the S&P 500 experiencing its first 5%* pullback of the year. The possibility the Fed could delay its first rate cut, declines in technology and artificial intelligence stocks, and tensions in the Middle East have all contributed to the market swoon. Click here to read the full […]
Peter Madlem, CFA | Chief Investment Officer The stock market continues to reach new heights, driven by a stronger-than-expected economy and the largest technology stocks. In particular, Nvidia, a maker of graphics chips used in artificial intelligence applications, recently helped to push markets higher after it beat Wall Street earnings expectations. This has added to […]
How Carry Trades and Market Fragility Impact Investors
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Markets have felt fragile due to both economic concerns and technical factors such as the Japanese carry trade. Rather than worrying about short-term market swings, investors should focus on long-term trends in order to stay on track toward their financial goals. Click here to read the full article.