Edinburgh Investment Trust PLC’s Post

While the markets climbed during Q3, there were notable air pockets encountered along the way. Additional volatility may arise in the coming year, but it’s important to remember that drawdowns are normal and can be navigated effectively with a solid strategy.  Click here to read the latest Market Review from Peter Chiappinelli, CFA, CAIA, our Partner & Chief Investment Officer: https://lnkd.in/eY-QfUTM   #investing #investmentmanagement #investmentstrategies #familyoffice #wealthmanagement

🇬🇧 Unloved no more? Why now might be the time to invest in UK equities. From Brexit to political instability, the UK stock market has faced its share of challenges. Yet, many fund managers now see compelling value, especially compared to other regions. 📉 Read the full article and key takeaways here: https://loom.ly/aJlFJIs #InvestmentStrategy #UKEquities #SquareMileResearch #EconomicGrowth #PoliticalStability #MarketOpportunities #Investing

Harry Markowtiz, the Nobel-winning Pioneer of Modern Portfolio Theory, was quoted as saying that “diversification is the only free lunch in investing.” Properly diversifying may not always feel “free.” We tend to joke that in a diversified portfolio, there will always be something you are not happy with owning; however, diversification stands as one of the most fundamental principles for managing risk and optimizing returns in the ever-evolving world of investing. And these last few weeks in the markets have proven that diversification is hugely important to managing the uncertainties of the future! Read Sarah Irving's latest post on the blog: https://lnkd.in/en62CiEi #diversification #investment #money #wealth #mutualfunds #assetallocation #equity #investing #stocks #financialfreedom #investor #finance #financialplanning

September has historically been the worst month of the year for equities, and 2024 is living up to that reputation so far. The S&P 500 ended the week… Chief Investment Officer, Chris Bouffard, CFA recaps last week's economic and market performance in our Weekly Market Update.📈 https://ow.ly/MlO650Tjbyo #marketupdate #marketperformance #investing #wealthmanagement

Investing Amidst Earning Season – Justin Elliott, CFA, Portfolio Manager at Caldwell Investment Management Ltd., appeared on BNN Bloomberg's Trading Day with andrew bell where he unpacked J.B. Hunt Transport beating its Q3 expectations and discussed his outlook on the markets. Watch here: https://lnkd.in/dRmAVhPk #US #Canada #MarketOutlook #Markets #Economy #Investing #EarningsSeason

When it comes to #investing, understanding your individual risk tolerance and #investment horizon is paramount. Dive into insights from our Co-CIO, Brian Spinelli, CFP®, AIF® , as he offers invaluable advice in this CBS MoneyWatch article by Joshua Rodriguez about what investors should know about investing #CDs and stocks. https://lnkd.in/gVBXckH2

In this edition of Observations, Co-Chief Investment Officer, William "Billy" Little, Jr., CFA comments on the continued advance of U.S. equities driven by the Federal Reserve’s larger than expected rate cut and resilient economic data. However, given the continued uncertainty, equity volatility remains elevated, leading to opportunities to add a new position across all strategies and to continue the liquidation process of a few other core holdings. Read or listen here: https://lnkd.in/e7zj9MXM #tandemadvisors #observations #stockmarket

Thoughtful review. Read or listen below. #invest #investing #markets #volatility

Recency bias tempts investors with fleeting gains and overshadows the broader market view. At St. James's Place, we defy this lure as we prioritise disciplined, long-term asset allocation and fundamental analysis. #BehaviouralFinance #Insights

Recency bias tempts investors with fleeting gains and overshadows the broader market view. At St. James's Place, we defy this lure as we prioritise disciplined, long-term asset allocation and fundamental analysis. #behaviouralfinance #Insights