Touchstone Investments

We’re happy to celebrate important milestones for our Touchstone ETFs! The Touchstone Securitized Income ETF (TSEC) marks its 1st anniversary, while the Touchstone Ultra Short Income ETF (TUSI), Touchstone Strategic Income Opportunities ETF (SIO), Touchstone US Large Cap Focused ETF (LCF) and Touchstone Dividend Select ETF (DVND) celebrate their 2nd anniversaries. Discover more about our ETFs and our #DistinctivelyActive approach on our website: https://lnkd.in/gu3ihDPK #ETF #Investments #Anniversary

We recently celebrated our 30th anniversary with a wonderful group of colleagues and partners. Hosted on the Lytle Park Hotel Rooftop, the event commemorated the outstanding service that has operated as the foundation of our business for decades. From creating our first eight offerings in 1994 to being named among Barron's Best Fund Families for 2023, we’re proud to see how our team’s ambition, innovation, and dedication have taken our business to new heights. Thank you to all who joined us and contributed to this incredible milestone.  

We continue to tread lightly internationally. The EM picture remains mixed, though with plenty of opportunities for an active approach. We remain slightly underweight developed international equities, awaiting signs of better earnings growth potential. https://lnkd.in/ebZFBZaZ  #Investing #StockMarket #Equities #Markets #TouchstoneInvestments #AssetAllocation

Our sub-adviser Ares Management Corporation’s Christopher Mathewson led a compelling session on high-yield credit, diving into sub-investment grade fixed income at Citywire RIA’s Austin RIA CIO Summit. We’re proud to have had the opportunity to showcase our partnership with Ares, the Touchstone Ares Credit Opportunities Fund and our Distinctively Active investment approach. Thank you to Chris Mathewson, Todd Nuss and Jason Lind, CFA for representing us at the summit. Photo Credit: Travis Lilley for Citywire.

Given historical market patterns, the trajectory of longer-term rates remains unpredictable, and the labor market’s performance could be critical in shaping the Fed’s future decisions. In a recent MarketWatch piece, VP, Senior Fixed Income Strategist Erik Aarts, CIMA® suggested we are heading towards a “soft landing,” advising that the next six months may be crucial for investors following the Fed’s decision to cut rates. He also discussed potential buying opportunities in the bond market, especially for those looking to lock in more attractive yields. Check out the full article here: https://lnkd.in/gxAEMX7a #DistinctivelyActive #Fed #FixedIncome

Our team had a remarkable time at the Barron's Advisor 100 Summit last month! The annual gathering brought together top financial advisers, offering opportunities to network with industry leaders in wealth management. Our team got to explore key themes like Wealth 3.0, evolving service models, preparing the next generation of advisers and innovative investment strategies, including ETFs and alternative assets. Check out some highlights from the summit below. Thomas Singler | Carl Cafaro | Kenny French CEPA® | Kevin Myeroff | Tom Wilson, Jr. | Maria C. Quinn   #BarronsAdvisor100 #BA100 #DistinctivelyActive Photography Credit: LILA PHOTO

Not all active ETFs are created equal. Explore our ETFs, thoughtfully designed with a Distinctively Active approach: • Touchstone Ultra Short Income ETF (TUSI) – A fixed income strategy. • Touchstone US Large Cap Focused ETF (LCF) – A U.S. equities strategy. • Touchstone Climate Transition ETF (HEAT) – Investing in companies advancing toward a climate-resilient economy. Our active ETFs are crafted to potentially complement your portfolio with thoughtful risk management and tax efficiency. Invest Distinctively with Touchstone. https://lnkd.in/gu3ihDPK Cboe Global Markets Cboe Global Listings #CboeListed #DistinctivelyActive #ETFs #Investing

We believe the combination of moderating inflation and resilient growth may create a goldilocks economic backdrop for U.S. stocks. We favor mid and small cap stocks over large caps as both have more favorable valuations and compelling fundamentals going into 2025. We are biased to Value over Growth on concern about concentration risk in large cap growth indices. https://lnkd.in/gkfpPvPZ #Investing #StockMarket #Equities #Markets #TouchstoneInvestments #AssetAllocation

Recently, Touchstone Investments and Western & Southern Financial Group were pleased to participate in Resupalooza at the University of Cincinnati Carl H. Lindner College of Business. The event provided an opportunity for us to engage with bright and motivated students who are preparing for their future careers. Regional Sales Specialist Bart P. and AVP Sales Desk Michael S. Jones, worked one-on-one with students, providing feedback and sharing insights to help them strengthen their resumes. It was inspiring to see the enthusiasm and talent in the room.

Touchstone Investment’s Head of Capital Markets Matt Barry, CFA was recently featured in Business Insider, where he shared insights on the continued growth and popularity of ETFs. Over the last five years, he has seen notable changes in the ETF landscape and in particular the growing role of active managers. Here are some of his key insights: ▪ ETFs are increasingly becoming an investment vehicle of choice, driven by structural advantages like tax efficiency, liquidity and transparency. ▪ Active funds now account for a quarter of net inflows, making a broader range of strategies and expertise available to investors. Read Matt’s full interview here: https://lnkd.in/eQtcV9yF