GLOBALT Investments

ICYMI: GLOBALT was thrilled to be selected as 'Manager of the Year' in the multi-asset strategist category in this year's Envestnet, Inc awards in May.

GLOBALT in the News: Keith Buchanan appeared on Schwab Network with host Oliver Renick ahead of FOMC Chair Jerome Powell's speech at the Jackson Hole Economic Symposium last week. Keith discussed the firm’s views on large cap growth stocks, "Mag 7" optimism, and more. Check out the full interview here: https://lnkd.in/ezpbXE9X #markets #investing

Thomas Martin, CFA, Senior Portfolio Manager, takes a look at the markets now in “Better Balance”. “People knew, of course, that the markets were out of balance at the end of the first half. The S&P 500 Index, the NASDAQ Composite Index, and the Russell 1000 Growth Index had been sailing to new highs. Sentiment and valuations were high. The performance gap between large cap growth and anything value-oriented or small cap was huge. The underlying business and economic metrics were still solid, although there were some signs of weakness at the margin. The 10-year treasury yield had settled into a nice range in the low 4% area. But like a game of musical chairs, where the music has been playing for a while, people were looking around for where the seats were.” #investing #economy https://lnkd.in/dRm2dxdK

GLOBALT in the News: When markets moved on Monday, our Keith Buchanan was among those The Wall Street Journal connected with to gather thoughts on what might be happening and what investors should be thinking about in the face of heightened volatility. Read the full article with Keith’s thoughts here: https://lnkd.in/e546xisu #markets #volatility #insights

Senior Portfolio Manager, Kimberly Woody, writes about the change in the market in “Rotation; Things That Make the World go Around”. “A notable transition in relative performance has occurred from technology stocks towards financials and utilities recently. We’ve also witnessed strong rallies in cyclically oriented companies, within consumer staples, that had previously been lagging. The disparity between growth and value stocks, while historically wide, is starting to narrow. This trend raises several questions, primarily “Why now?” and “For how long?”” #investing #markets https://lnkd.in/eDmWZD6W

This week I had the pleasure of moderating discussion for hundreds of #advisors about opportunities in equity markets with State Street Global Advisors GLOBALT Investments Horizon Investments® as well the benefits of tax efficient options #ETFs with NEOS Investments. https://lnkd.in/e7RnfRhf Gratitude to Matthew Bartolini, CFA, CAIA Zachary Hill, CFA Keith Buchanan Garrett Paolella Troy Cates Michael Cahill, CIMA® Allison Bonds Mazza, CIMA®, CPWA® Zachary Csillag Abby Taylor Tiffany Moseley Craig Katz Michael Murray and others for making this possible. At VettaFi we love to connect with asset managers of all sizes to help them drive growth and build their business. To learn more about how VettaFi can support your product and distribution growth strategies, please get in touch: https://lnkd.in/eRzx2PnF

Associate Portfolio Manager, Veronica Fulton, CFA, recaps markets and the economy in the second quarter. https://lnkd.in/dhYt-G_H #investing #economy

GLOBALT in the News: Kiplinger recently wrote a feature piece on “why your investments must change as you age… and how to do it” and spoke with our Thomas Martin, who shared thoughts on the role of diversification in a well-managed portfolio, along with where international exposure might fit. To read the full piece, please click here: https://lnkd.in/eXs3S97n #investing #finance #diversification

GLOBALT in the News: Tom Martin appeared on Schwab Network on Tuesday, sharing his thought as to why employment and inflation remain among the most pressing macro issues for investors. Please check out the interview here: https://lnkd.in/ervG-m5t #markets #investing #macro

📢 Tune in today at 2pm EST to hear Keith Buchanan's Second Half outlook on VettaFi's webcast. #investing #outlook