Bedrock Group’s Post

As the 2024-25 financial year begins, investors are reflecting on strong returns from the past year, including a 𝟐𝟓% 𝐬𝐮𝐫𝐠𝐞 𝐢𝐧 𝐔𝐒 𝐬𝐡𝐚𝐫𝐞𝐬, 𝟐𝟏% 𝐢𝐧 𝐠𝐥𝐨𝐛𝐚𝐥 𝐬𝐡𝐚𝐫𝐞𝐬, and 𝟏𝟐% 𝐢𝐧 𝐀𝐮𝐬𝐭𝐫𝐚𝐥𝐢𝐚𝐧 𝐬𝐡𝐚𝐫𝐞𝐬, amidst changing economic conditions and global uncertainties. AMP's Chief Economist, Shane Oliver, attributes the strong performance of shares last year to factors such as anticipated lower interest rates due to falling inflation, stronger-than-expected economic activity, and a surge in AI enthusiasm. However, he warns of more volatile and constrained returns in the coming year due to poor valuations, high investor sentiment, and geopolitical risks. Want to Know More? ▶ https://lnkd.in/gJg9bMBS

A typical question for new, or even seasoned, investors is "should I invest now or wait for a pullback?" It's a valid question, especially when the broad market indexes are at, or near, all-time highs. However, investing at all-time highs can still yield great results. A common mistake investors make is to sit on the sidelines while the market melts up.

An interesting point to note, with potential investment implications - Despite the fact that broad equity indices are up nicely, there are several indications that investor growth expectations are not particularly strong and investors are not positioned with a pro-cyclical orientation. This could suggest that if growth does hold up (this is currently the big question; differing views about it), equities, particularly cyclical stocks, may have further upside. Chart: Institutional investor positioning in non-cyclical vs. cyclical sectors. From the September BofA Global Fund Manager Survey.

As we step into the second quarter of 2024, the global investment scene shows signs of cautious optimism. Despite the overarching economic uncertainties, we're seeing emerging pockets of growth that offer exciting opportunities. Stay informed and ahead of the curve with our latest insights in The Market Mosaic. Uncover the trends, understand the dynamics, and make smarter investment decisions. 👉 Swipe to read the full report and navigate the complexities of today's markets with confidence! #realestate #realestateinvesting #web3 #tokenization

Beginning the second half of 2024, investors are cautiously navigating a challenging landscape marked by lingering macroeconomic uncertainties. Despite this, signs of optimism are beginning to emerge as economic indicators stabilise, and investors are keen to surface opportunities. In this recent AlphaSense report, they explore the trends and themes shaping the VC landscape in the second half of the year, including the implications of record dry powder on deal activity, competition for fundraising, and trending sectors attracting funding, among other insights. Read the report now ⬇️

Our quarterly Investment Strategy and Asset Allocation publication includes our positioning from the conclusions of our analyses, asset classes allocation based on an assessment of the current economic situation in various regions, and our current model portfolios. Economic sentiment continues to improve. In light of the emergent turning point, we are adopting a slight overweight equity position. Equity markets remain optimistic thanks to the strong reporting season and AI boom. Inflation is falling significantly in many industrial nations. However, it remains a challenge, particularly in the USA, with a soft/hard landing or no landing at all.

Clients have been asking why they should continue to prioritize diversification in their portfolios. The short answer: because your investment strategy should help you weather all markets, not just today’s. You can read the longer answer in my recent blog on the importance of diversification. #VanguardInsights #Diversification

Dive into the dynamic world of finance with our latest video on the Stock Market Trends in 2024! Join us as we analyze and forecast the key factors shaping the investment landscape for the upcoming year. From technological innovations and global economic shifts to emerging sectors and geopolitical influences, our experts break down the trends that could impact your portfolio.. . #marketoutlook2024 NeoTrader

Your Current Investment Positioning is Now Critical A Data Brief from a Distilled Perspective, By Patrick T Bulger 08/02/2024 am The view from here is, A tightening of the debt markets. In spite of a high level of issuance. So it seems, demand is outweighing supply. Like a global demand for pristine collateral. This can indicate more to the story than we're seeing on the surface. --- Here, you were not fooled, You've read about this for months. Deteriorating conditions, From globally significant economies, With volatility coming out of Japan & Domestic surprises to the downside. --- Your investment decision making is at a critical point. Boutique Investment Advisory & Planning, for You, the scaled leader. Exceptional Data, Informed Decisions, An Institutional Perspective, for You. Remember, It's a cycle, 🎯 Your focus on this is now paramount. I guide the complex part for you. Find out more. patricktbulger.com #Invest #Leader #PatrickTBulger

🌐 Navigating the complexities of the global stock market in February? Stay informed with our in-depth analysis in the latest Market Update blog. Discover trends, risks, and opportunities that could impact your investment strategy. Read now: https://lnkd.in/dqgqCNAw #MarketAnalysis #InvestSmart #4XSolutions