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.

Ahead of major tech earnings next week, Thomas Martin of GLOBALT Investments says the markets may be indicating the need to take a breather https://trib.al/ST5C8Vh

Ready to share our space today after the 11am 🎀 cutting! #atl #investments #anniversary

Globalt in the News: Thomas Martin appeared on CNBC Power Lunch for the "3 Stock Lunch" segment. During the segment, Martin broke down his positive outlook for Morgan Stanley and the reasons that he isn't buying Cisco and Dominion Energy. You can view the interview here: https://lnkd.in/edX-J4fX

One week to go until our ribbon cutting ceremony in conjunction with the Cobb Chamber of Commerce! We’ll be marking one year of independence and welcoming people to our new office location. Details, including how to RSVP, can be found below.

“It’s a Volatile World” by Senior Portfolio Manager, Kimberly Woody - “Domestically, we seem to be navigating the elusive soft landing. Inflation is cooling in response to rate policy while not crushing growth. Corporate earnings are projected to resume double digit growth, employment imbalances have eased, and mortgage rates are moderating to a level that will ideally promote neither excess nor stagnation. The Fed’s measured and methodical approach to the economic fallout from the pandemic seems to have dodged the economic calamity envisioned by many.” #investing #markets https://lnkd.in/eSpKNgi9

Can’t wait to share a 👀 into the 🆕 space!

It has officially been one year since we announced that Globalt was once again an independent entity! As we mark this milestone today, we’re also looking forward to October 22nd when we will be holding a ribbon cutting at our new office location with the Cobb Chamber of Commerce to celebrate one year of independence with colleagues, friends and other local business leaders. Please see below for more details, including how to RSVP if you’d like to join for this event and the reception we’ll be holding afterwards.

GLOBALT in the News: Our Thomas Martin was quoted in Reuters following a recent conversation with reporter Echo Jing Wang. Tom shared his thoughts on how valuations and sentiment seem very high right now but some investor caution may be creeping in. Check out the full piece here: https://lnkd.in/gd3NrasG #markets #valuations #TheFed

Associate Portfolio Manager, Veronica Fulton, CFA, writes “The Fed’s “Recalibration” Supports a Soft Landing” https://lnkd.in/dg26AQQ9 “On Wednesday, Chairman Powell announced that the FOMC voted to reduce the Fed Funds Rate by 50bps, bringing the target range down to 4.75%-5.00%. Coming into the meeting, market participants were at odds on whether policy makers would implement a 25bps or a 50bps reduction, with the latter move thought to potentially signal a more aggressive Fed that is behind the curve. However, Chair Powell successfully staved off hard landing concerns by reiterating that the FOMC remains confident in both economic growth as well as the progress they’ve made on inflation, which is down well below its 9% peak.” #economy #markets #investing