CITEC’s Post

In this edition of Notes from the Trading Desk from Tandem Investment Advisors, Inc., Managing Director, Jordan Watson, CFA, recaps the sharp rotation in stocks that began after a cooler than anticipated inflation report earlier in the month. They review recent economic reports and the shifting yield curve as market participants recalibrate expectations of the future path of monetary policy. Later in the article, Jordan touches base on Tandem’s transition and highlights earnings from a number of core holdings. https://lnkd.in/ekvVPafz #tandemadvisors #notesfromthetradingdesk #stockmarket

In the excitement of a bull market, it's easy for both advisors and clients to overlook the importance of a solid defensive strategy. However, playing defense well is crucial for maintaining stability and peace of mind. Remember, it's too late to buy insurance when your house is already on fire. I highly recommend reading the latest "Notes from the Trading Desk" by Tandem Investment Advisors, Inc. for valuable insights on this topic. Feel free to reach out if you'd like to learn more about their strategic approach and how it can benefit your portfolio. #InvestmentStrategy #BullMarket #DefensiveInvesting #FinancialPlanning #TandemInvestmentAdvisors

I often get asked for views on the markets. Here we go, directly from the expert, my colleague Edward Smith CFA, Co-Chief Investment Officer Rathbones Group Plc sharing five #lessons for #investors as we go into 2025. Happy watching! #investment #investors #assetmanagement #investmentmanagement

❓ What are five key lessons from 2024 investors should take into 2025 ❓ 📽️ Watch this video to hear our thoughts. 1️⃣ Don’t fear the unknown. Uncertainty does not always translate into market volatility. 2️⃣ When volatility does strike, assess for systemic stress. If none is present, remain invested. The recovery can be very quick. 3️⃣ Bonds are back, but manage interest rate risk. 4️⃣ High-quality equities command premium valuations... …but diversification is key. High-quality firms can be found in most sectors. 5️⃣ It’s not only the most dazzling companies at the bleeding edge of exciting technological developments that deliver great returns. #investmentmanagement #assetallocation #portfolioconstruction #wealthmanagement

U.S. equity markets have had an impressive run so far this year, but are valuations getting a little high? David Sekera, Chief U.S. Market Strategist with Morningstar Research, tells MoneyTalk's Greg Bonnell why he believes earnings need to catch up to valuations before there is greater upside for U.S. markets.

U.S. equity markets have had an impressive run so far this year, but are valuations getting a little high? David Sekera, Chief U.S. Market Strategist with Morningstar Research, tells MoneyTalk's Greg Bonnell why he believes earnings need to catch up to valuations before there is greater upside for U.S. markets.

U.S. equity markets have had an impressive run so far this year, but are valuations getting a little high? David Sekera, Chief U.S. Market Strategist with Morningstar Research, tells MoneyTalk's Greg Bonnell why he believes earnings need to catch up to valuations before there is greater upside for U.S. markets.

U.S. equity markets have had an impressive run so far this year, but are valuations getting a little high? David Sekera, Chief U.S. Market Strategist with Morningstar Research, tells MoneyTalk's Greg Bonnell why he believes earnings need to catch up to valuations before there is greater upside for U.S. markets.

U.S. equity markets have had an impressive run so far this year, but are valuations getting a little high? David Sekera, Chief U.S. Market Strategist with Morningstar Research, tells MoneyTalk's Greg Bonnell why he believes earnings need to catch up to valuations before there is greater upside for U.S. markets.

U.S. equity markets have had an impressive run so far this year, but are valuations getting a little high? David Sekera, Chief U.S. Market Strategist with Morningstar Research, tells MoneyTalk's Greg Bonnell why he believes earnings need to catch up to valuations before there is greater upside for U.S. markets.