CITEC’s Post

🚨 Market Overview: Year-to-Date as of August 30th 🚨 Here are some key highlights from ETF performance this year: 📈 U.S. Equities have shown strong results, with the U.S. total market ETF (VTI) up +18.8%. 🔥 Large-Cap Growth companies outperformed the broader market, with the Russell 1000 Growth ETF (VONG) gaining +21%. 📉 Small-Cap Stocks lagged, with the Russell 2000 ETF (VTWV) up just +10%. 🌍 Developed Markets had a solid run but still trailed U.S. equities, especially with deeper drawdowns in August. 📊 India drove growth in Emerging Markets, with the FLIN ETF up +20%, while China and Brazil underperformed at +3% and -11%, respectively. 🏦 The Financial Sector (XLF), Utilities, and Communication Services outperformed other sectors. 🏥 Healthcare and Consumer Staples showed solid gains of +16% with lower volatility. 💼 High Yield Bonds (HYG) delivered a strong return of +6.3% with minimal volatility. 🔻 Long-Term U.S. Treasuries (TLT) were flat, with a 0% return for the year. Want to dive deeper into these trends? 📊 Join us for our webinar today and get two months of free access to our platform! 🗓️ Wednesday, September 4th 🕚 11:00 AM ET #MarketUpdate #ETFs #Investing #Finance #Webinar

Today in the webinar we will give a market overview: https://lnkd.in/d2T3y-uM

🚨 Market Overview: Year-to-Date as of August 30th🚨 Here are some key highlights from ETF performance this year: 📈 U.S. Equities have shown strong results, with the U.S. total market ETF (VTI) up +18.8%. 🔥 Large-Cap Growth companies outperformed the broader market, with the Russell 1000 Growth ETF (VONG) gaining +21%. 📉 Small-Cap Stocks lagged, with the Russell 2000 ETF (VTWV) up just +10%. 🌍 Developed Markets had a solid run but still trailed U.S. equities, especially with deeper drawdowns in August. 📊 India drove growth in Emerging Markets, with the FLIN ETF up +20%, while China and Brazil underperformed at +3% and -11%, respectively. 🏦 The Financial Sector (XLF), Utilities, and Communication Services outperformed other sectors. 🏥 Healthcare and Consumer Staples showed solid gains of +16% with lower volatility. 💼 High Yield Bonds (HYG) delivered a strong return of +6.3% with minimal volatility. 🔻 Long-Term U.S. Treasuries (TLT) were flat, with a 0% return for the year. Want to dive deeper into these trends? 📊 Join us for our webinar today and get two months of free access to our platform! 🗓️ Wednesday, September 4th 🕚 11:00 AM ET #MarketUpdate #ETFs #Investing #Finance #Webinar

📊 Year-to-Date Market Performance Update 📈 As we approach the end of the year, let’s take a moment to review how major market indices have performed so far in 2024. Year-to-date, growth-focused indices are leading the pack, reflecting the strength of tech and innovation sectors: Russell 1000 Growth: +33.33% NASDAQ: +30.15% S&P 500: +27.19% Meanwhile, small-cap stocks and value-focused strategies have also posted solid gains: Russell 2000: +20.96% Russell 1000 Value: +19.95% Dow Jones: +19.08% This highlights the continued outperformance of growth-oriented strategies in a year marked by economic resilience and market optimism. 📞 If you'd like to discuss how these movements may affect your investment strategy, feel free to connect or reach out! What do you think about this year’s market performance? Let me know your thoughts in the comments! 👇 #WealthManagement #MarketUpdate #Investing #FinancialPlanning #StockMarket Disclaimer: Nondeposit investment products are not insured by the FDIC; Nondeposit investment products are not obligations of, or guaranteed by, the financial institution; and nondeposit investments will subject the purchaser to investment risk, including possible loss of the principal amount invested. Past performance is no guarantee of future results.

Equity markets are off to a good start this year, with stocks globally continuing to ride the momentum that began in earnest at the end of 2023. With rising confidence in the economic outlook, there is the potential for more active and selective investors to continue enjoying the view from the top in the months to come. Learn more in our quarterly commentary: https://lnkd.in/gq8NFaTf

As of December 23, 2024, global stock markets have exhibited notable trends: U.S. Markets: • SPDR S&P 500 ETF Trust (SPY): • SPDR Dow Jones Industrial Average ETF (DIA): • Invesco QQQ Trust (QQQ): The U.S. stock market has experienced a robust rally in 2024, with the S&P 500 rising by 24% year-to-date, driven primarily by significant gains in technology stocks and strong economic growth. Despite this upward trajectory, recent sessions have shown mixed results. The traditional “Santa Claus rally,” typically occurring in the final trading days of the year, has been delayed, with the S&P 500 declining nearly 2% since December 17. However, historical data suggests potential for gains in the remaining trading days of the year. Indian Markets: The Indian stock market has mirrored global trends, with the BSE Sensex and Nifty 50 indices reaching new highs earlier in the year. However, recent months have seen increased volatility due to global economic factors and domestic policy changes. Investors are advised to monitor economic indicators and policy developments closely. Global Overview: European markets have underperformed compared to the U.S., with the euro sliding 5.5% against the dollar. In Asia, China’s market experienced volatility but ended the year with a 14.5% gain. Emerging market currencies have faced significant depreciation against the dollar, reflecting global economic uncertainties. Investor Considerations: Given the current market dynamics, investors should remain cautious and consider diversifying their portfolios. Staying informed about economic indicators, central bank policies, and geopolitical developments is crucial for making informed investment decisions.

📊 Weekly Market Watch: October 14, 2024 💵 The U.S. stock market continued its upward trend last week, with the S&P 500 up 1.13%, pushing its YTD gain to 23.24%. Financials and Information Technology led the way, while Utilities lagged. Despite strong performance in equities, global markets underperformed, with the MSCI Emerging Markets Index down 1.66%. 💵 Bond markets saw a slight decline, with the U.S. Aggregate Bond Index dropping 0.46%. ❓ Is it time to shift course? Read more about the implications of "Peak Keynesianism" in our latest blog post! Read More: https://lnkd.in/gGDPWmpq Follow First Trust for more! #FirstTrust #Economics #StockMarket #MSCIEmergingMarkets #USStockMarket #TechSector #SP500 #BondMarket #USAgg

While market moves in recent days have been dramatic, it is important to put them in the context of recent exceptional performance for global equities. We continue to focus on "quality" as a key theme.

🚨 Investment Update August 2024✨   Financial markets have hit a speed bump in August! Since the start of the month, they have been in disarray prompting a collapse of 12% by the Nikkei and a loss of 1000 points by the Dow Jones Industrial Index in just one day. There is set of magnificent 7 possible explanations for this: ---(1)   #Recession fears triggered by weak US unemployment data ---(2)   Worries about a further delay in long-anticipated US #Fed rate cuts ---(3)   #Geopolitical turmoil in the Middle East that could spill over to other regions ---(4)   A sharp contraction in #AI-related stocks driven by disappointing earnings reports ---(5)   Questions over Warren Buffet’s move to sell half its Apple stake ---(6)   The breaking of #charttechnical barriers to the downside after a recent top-building process in major indices ---(7)   #Seasonal factors with August being a particularly weak month for markets All of these factors may have been the ingredients for a vicious cocktail for financial markets, prompting a flight to quality and safe havens since early August. We feel that a correction in some of the overheated areas of the stock market was overdue and may now represent a welcome buying opportunity. We continue to expect a soft landing of the global economy and Fed rate cuts in 3Q24. The rise in breadth in stock performances is a welcome signal of a sounder market development. Read our portfolio management team's August Investment Update of recent performances, investment cases and the outlook for the remainder of the year. Stay tuned! radicant bank, #InvestInSolutionsNotProblems #SustainableInvestments #impactinvesting #ESG #doublemateriality #2030Agenda Sasha Cisar Nico Frey Helmut Kotschwar Arlette Espinosa Eve Morelli

I remember a number of years ago when Emerging market (EM) equities were all the rage, and they look quite attractive vs. US equities on a relative return basis, but are they relatively cheap? Great research from BCA shows that EM equities have been trading sideways for over a decade…why? Earnings haven’t grown! The top right chart shows that in constant US dollar terms, EM EPS has been in a wide range, rather than US earnings which has had a significant uptrend. While valuation multiples can go up and down, the main driver of longer-term stock and market returns are the underlying earnings per share growth!