Five Rivers

Let's embrace the possibilities of the coming year with optimism and determination. Happy New Year!🎉🌟 #NewYear #FreshStart #2025"

Wishing you a joyful holiday season filled with peace, happiness, and success. Thank you for being part of our professional network. Here's to a prosperous New Year ahead!

The looming US government shutdown should serve as a timely reminder that any market can be subject to various risks, which is why diversification is really important, even if boring. For anyone who has seen strong gains in US equity holdings this year, it may be a very good time to consider rebalancing across regions as well as investment styles (i.e. growth to value), noting that most non-US markets trade at historically large discounts now, which could make a well balanced portfolio more resilient to new challenges emerging as we enter 2025.   I shared with AsianInvestor how the Trump administration may turn out to have a less significant impact on the outlook for Emerging Markets in particular than widely assumed:  https://lnkd.in/ghcSDUtB [asianinvestor.net]   #SJPAsia #EmergingMarkets #US #Trade 

The events of 2024 reminded us of the importance of long-term focus amidst uncertainty. Our Chief Investment Officer for Asia and the Middle East, Angelina L., explored some key outcomes that surprised the market and the lessons learned along the way. Read more: https://lnkd.in/gpyK9krR #SJPAsia #Markets #Goals #2024

The S&P 500 has weathered the test of time, showcasing the ups and downs of equity markets across generations. Despite the volatility, its growth underscores the power of long-term investing. Take a closer look at the chart to explore how each generation experienced this remarkable journey of resilience and returns. Read more on #WeekWatch: https://lnkd.in/ga9Wj4Tq #InvestingThroughGenerations #LongTermGrowth

Last week's news that the Republican Party has secured full control of Congress signals a higher likelihood of President-elect Donald Trump's policies shaping the economic landscape. But what does this mean for markets? History showed that US stocks have delivered positive returns for long-term investors, regardless of political shifts or party control over the past 50+ years. The main takeaway is that market resilience often triumphs over short-term uncertainties. Staying the course and maintaining a long-term view can be the key to navigating these changes with confidence. #USMarkets #MarketTrends #FinancialPlanning

We are thrilled to welcome Benjamin S. Silver, CFA, Principal and Portfolio Manager at Pzena Investment Management, to this insightful webinar to discuss the results of the recent US election and its impact on the markets. We will explore how investors can effectively consider macro events amidst uncertainty and discover unique opportunities in the market with deep value investing, offering investors a glimpse of how they can thrive in turbulent times. Date: Thursday, 14 November 2024 Register here: https://lnkd.in/g4S4yAU2 Pzena Investment Management is an American investment management firm headquartered in New York. It is renowned for its expertise in deep value investing, a robust strategy that stands out during times of unpredictability. The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. Please visit https://lnkd.in/gyDb3kP for our regulatory information and privacy policy. #USelection #investmentplanning #markets

"Festival of Lights: Illuminating Joy and Prosperity! #HappyDiwali"

This article highlights the crucial necessity for regulated professionals to harmonize their financial choices with their professional ethics. It stresses the significance of collaborating with experienced financial advisors who grasp the distinct hurdles encountered by professionals such as lawyers and accountants. Preserving financial integrity extends beyond mere compliance; it involves protecting reputation and managing risks. How do you approach integrating professional standards into your financial decision-making? Share your insights in the comments section!

The Yen carry trade and the importance of sound risk management The monetary policy shift in the U.S. and Japan shook up the Yen carry trade leading to large losses for many short term speculators, but the lessons might not have been learnt as investors return to the strategy or explore the Yuan carry trade now.   In a contributory piece on The Business Times, Martin W. Hennecke our head of Asia investment advisory, feels that last month’s market turbulence is a timely reminder of the dangers of speculative leverage. He encourages investors to not take on undue risks for a small potential extra return, and to carefully evaluate suitability before investing.   Read Martin’s article in full attached to this post, or read it here: