Touchstone Investments

As short rates are falling, long-term rates have been rising. While somewhat unique in a historical context, we believe these rate actions are consistent with a backdrop of resilient economic growth and some persistent inflationary pressures. https://lnkd.in/eABZQPTe #Investing #AssetAllocation #Markets #TouchstoneInvestments

The key theme as we approach 2025: cautious optimism. As the holiday season continues to unfold and the new year approaches, now marks a perfect opportunity to start thinking about investing in the year ahead. To help investors navigate 2025 with confidence, AVP, Global Market Strategist Crit Thomas, CFA, CAIA, and our Touchstone Asset Allocation Committee crafted our 2025 Investment Outlook, offering key insights into today’s economy and market uncertainties tied to the new administration and global risks. Our committee remains cautiously optimistic looking to the year ahead, balancing opportunities in domestic equities and fixed income with the risks posed by high valuations, political volatility and global economic headwinds. Make sure to dive into the full report to explore the team’s full range of insights below. https://lnkd.in/erq8UCJ8

Christopher Shipley, Senior Vice President and Co-Chief Investment Officer and Jason Ronovech, Vice President and Senior Portfolio Manager, were recently interviewed by MarketWatch. They discussed the Touchstone Investments Small Company Fund, subadvised by Fort Washington, which has a five star rating within Morningstar’s Small Blend fund category. The article explores active management, fund outperformance, and the fund’s focus on high-quality companies, which has led to reduced volatility. It also considers the benefits of small cap stocks—including increased diversification and potential for more favorable earnings growth in the coming year. Jason also spotlighted four of the fund’s current holdings. Learn more about the Touchstone Investments Small Company Fund at the link below. https://lnkd.in/e36aDxZw

Large cap equities are a bit stretched while leaning towards Value or Growth creates an interesting conundrum. Mid caps retain their favorable outlook. Small caps are attracting significant attention from the potential for tailwinds in 2025. https://lnkd.in/gkfpPvPZ #Investing #StockMarket #Equities #Markets #TouchstoneInvestments #AssetAllocation

We hold a slightly underweight position in international equities due to the potential for continued U.S. dollar strength and the relative economic strength of the U.S. versus many other regions. https://lnkd.in/ebZFBZaZ #Investing #StockMarket #Equities #Markets #TouchstoneInvestments #AssetAllocation

With the holidays in full swing, so is the season of giving. Our Strategic Marketing team was proud to volunteer with the Ronald McDonald House Charities of Greater Cincinnati, participating in their Taste of Hope Meals program. Through this opportunity, our team was able to provide, prepare and serve meals at Cincinnati’s Ronald McDonald House, supporting a cause that's close to our hearts. It was a rewarding day of giving back to the community we’re proud to call home. Check out some highlights from the day below.

Recently, Senior Fixed Income Strategist, Erik Aarts, CIMA®, joined Gregg Greenberg at InvestmentNews for an engaging conversation as part of the “IN the Nasdaq” series. Erik highlighted Touchstone’s #DistinctivelyActive investment philosophy, emphasizing the firm’s cautiously optimistic outlook on the market environment moving into 2025. Building on this perspective, he explored the implications of monetary policy, strategies for fixed income allocation and adjustments to high-yield investments. Learn more: https://lnkd.in/evgB7WRd

Perhaps the most significant potential development that could accelerate the growth of ETFs — especially active ETFs — could be the SEC’s approval of exemptive relief for asset managers to offer ETF share classes for mutual funds. ETF share classes allow an ETF to serve as one share class of a broader mutual fund with multiple share classes. Head of Capital Markets, Matt Barry, CFA, recently outlined the concept and key considerations for financial professionals guiding clients in this evolving space. Read the full article in WealthManagement.com: https://lnkd.in/eEA8nNUB

Introducing the Touchstone Ultra Short Income (TUSI) ETF. Primarily focusing on securitized assets, the fund follows a disciplined approach that’s designed to provide consistent returns and limit interest rate risk. Watch below to learn more. Cboe Global Markets Cboe Global Listings #CboeListed #DistinctivelyActive #ETFs

Following the 2024 US elections, Wall Street investment firms have grown increasingly optimistic about the 2025 market outlook, fueled by expectations of a soft landing for the economy. In a recent discussion with Paul La Monica at Barron's, Senior Fixed Income Strategist, Erik Aarts, CIMA®, shared valuable insights into the potential implications that come with a soft landing, his bond market projections and the significant potential for high yield opportunities in 2025. Check out the article below to learn more about his perspective. https://lnkd.in/gp2XUck3