Touchstone Investments’ Post

What a ride the markets gave us in the first half of 2024! Our outlook has become modestly more positive since Q1, thanks to U.S. labor market strength, robust capital expenditures, and consumer resilience. However, sticky inflation and elevated geopolitical risks persist. As we pivot into H2, our team is excited to share the iShares 2024 Midyear Investment Directions, offering our perspective on navigating the rest of the year. Highlights include:  -We expect 2 Fed rate cuts this year, potentially starting in September -We see opportunities in fixed-income, high-quality U.S. equities and select international markets -AI continues to expand beyond tech, creating potential opportunities across various sectors Our outlook underscores the critical importance of staying nimble and leveraging active management in this dynamic environment - an approach we believe could serve investors navigating the current market complexities. Whether you're reassessing your fixed income strategy or exploring AI-driven opportunities, tune in below to hear more from the brilliant Kristy Akullian as she walks us through our updated outlook. For a deeper dive into our 2024 Midyear Investment Directions: https://lnkd.in/dzbZ3ypQ

Navigate fixed income complexity Investment Week brings you a unique interactive video where you choose how you want to navigate fixed income. Choose a PIMCO expert and explore the potential benefits of bonds versus stocks, why global investing is key, the power of income investing and why now is the time for emerging markets. Start your journey here. https://incm.pub/3Orvhe1

🔮 Excited Prediction Ahead! 🌟 📈 I believe that the current trend in the bond markets mirroring those seen in equity investing signifies a significant shift in the financial landscape. This convergence is a sign of evolving market dynamics and offers both opportunities and challenges for investors navigating these changing waters. 🔍 What to be on the lookout for: 1. Increased volatility: With bonds displaying equity-like characteristics, expect to see heightened market fluctuations as correlations between the two asset classes become more intertwined. 2. Alternative strategies gain traction: Traditional fixed-income approaches may need to be reevaluated as investors seek out alternative strategies to mitigate risks and capitalize on emerging opportunities. 3. Impact on portfolio diversification: Investors will need to reassess their portfolio allocations and risk management strategies to account for the evolving relationship between stocks and bonds. 4. Emphasis on active management: Given the changing market dynamics, active management and tactical asset allocation could play a crucial role in navigating these uncertain times. 🚀 What excites me most about this trend is the potential for innovation and creativity in investment strategies as we adapt to this new normal in the bond markets. Here's to embracing change and thriving in the ever-evolving financial landscape! 🌏💼 #Investing #Finance #MarketTrends #Innovation #Opportunities #Challenges #Adaptability #FinancialFuture #ExcitingTimes

📅 As the markets enter a new year, it’s clear the #InvestmentLandscape is changing: http://spr.ly/6047tprYX. In the upcoming #MorningstarWealth December webinar, Philip Straehl, Chief Investment Officer, Americas, and Preston Caldwell, Senior U.S. Economist, will address key risks and opportunities investors may face, including global #Geopolitical considerations, #PortfolioPositioning, analysis across asset classes, and much more. 🔗 Register now to reserve your spot: http://spr.ly/6049tprYZ. #ManagedPortfolios #2025Outlook #MarketTrends #EconomicOutlook #MarketValuation #AdvisorDevelopment #InvestmentInsights

After an eventful 2024, what lies ahead in 2025 for investors? We believe volatility and uncertainty will persist with 2025 being no time for investors to become complacent. https://ow.ly/K7wk30sINlW Are markets being too relaxed about a resumption of strong global growth? Which factors will impact the direction of markets during 2025? Where are opportunities most likely to lie? In this edition of Investment Perspectives, the heads of our investment teams discuss where their focus will be and provide a roadmap allowing investors to navigate markets over the next 12-months. #InvestmentPersepctives #CIOperspectives #Investmentoutlook

After an eventful 2024, what lies ahead in 2025 for investors? We believe volatility and uncertainty will persist with 2025 being no time for investors to become complacent. https://ow.ly/6M5g30sIxVK Are markets being too relaxed about a resumption of strong global growth? Which factors will impact the direction of markets during 2025? Where are opportunities most likely to lie? In this edition of Investment Perspectives, the heads of our investment teams discuss where their focus will be and provide a roadmap allowing investors to navigate markets over the next 12-months. #InvestmentPersepctives #CIOperspectives #Investmentoutlook

In this interactive video, you choose a PIMCO expert to hear them discuss some of the most pressing questions on investors' minds today. Topics covered include: • The potential benefits of bonds versus stocks • Why global investing is key • The power of income investing • Why now is the time for emerging markets Click on the link below to start your journey. https://incm.pub/3Bf3OsK

Insights for Investors: Navigating the Current Investment Landscape in 2024 As we delve into the first quarter's dynamics, it's crucial for investors to stay informed and adaptable. From the stock market's record highs to the Federal Reserve's policy updates, the terrain is evolving. Join the conversation as we explore strategies for success in today's dynamic investment landscape. #InvestmentInsights #FinancialMarkets #PortfolioManagement #MarketTrends #StrategicInvesting

After an eventful 2024, what lies ahead in 2025 for investors? We believe volatility and uncertainty will persist with 2025 being no time for investors to become complacent. https://ow.ly/QsEQ30sIwYc Are markets being too relaxed about a resumption of strong global growth? Which factors will impact the direction of markets during 2025? Where are opportunities most likely to lie? In this edition of Investment Perspectives, the heads of our investment teams discuss where their focus will be and provide a roadmap allowing investors to navigate markets over the next 12-months. #InvestmentPersepctives #CIOperspectives #Investmentoutlook

📈 Market Outlook: Navigating Opportunities and Challenges Ahead 📉 As we enter the second quarter of 2024, investors worldwide are cautiously optimistic about the future, even as uncertainties continue to shape the investment landscape. The global economy is gradually recovering from the challenges of recent years, but challenges remain, influencing both opportunities and risks for investors. In navigating the dynamic global markets, it's essential to remain informed, disciplined, and adaptable. Understanding the underlying forces driving market trends, maintaining a diversified portfolio, and adhering to sound investment principles are critical strategies for success. These practices empower investors to navigate uncertainties effectively and pursue their financial goals with confidence. It's important to emphasise that successful investing isn't about predicting short-term market movements. Instead, it's about adhering to a well-defined investment strategy aligned with your individual goals, risk tolerance, and time horizon. By focusing on the long term and avoiding reactive decisions based on short-term fluctuations, investors can build a solid foundation for financial success. Are you seeking financial advice? Feel free to reach out to us at info@prestige-wm.com #wealthmanagement #financialplanning #financialservices