F.L.Putnam Investment Management Company’s Post

After quickly dropping -9.6% over the second half of July and early August, global equities rallied strongly last week with the S&P gaining almost +3.9%. This puts the cash S&P 500 up over +400 points off its lows just 10 trading days ago or +8% above its August 5th low to be more exact. The cash S&P 500 index now sits at 5555, about -2% below its all-time high set-in mid-July at 5669. Read more: https://lnkd.in/grcF8qkm

Should you add Jefferies (USA Stocks:JEF) to your portfolio?: Jefferies Financial Group's low Coefficient Of Variation of 451.55 and Total Risk Alpha of 0.0695 indicate a lower volatility, which could potentially provide a lucrative opportunity for investors seeking a stable investment with less market risk. Despite a minor price change of $-0.04, the firm's downside deviation of 1.19 suggests a relatively low potential for severe losses, further enhancing its appeal as a lower-risk investment option. Main Points Jefferies Financial Group operates within the Financial Services sector of the Financials industry.Continue To Read... https://lnkd.in/gu9TJYYH

The first half of 2024 saw only a 5% drawdown for the S&P vs the average intra-year drawdown of 14.2% Many investors have been anticipating a correction or a 'better' opportunity to add to equities, which has not occurred thus far and is always difficult to time in any respect. It is a reminder that the best portfolio strategy is one you can stick with through both good markets as well as market corrections.

Over the next decade, anticipate higher returns on bonds compared to the previous years, while equities may encounter some challenges. Download these key takeaways from our annual Long Run Asset Allocation Outlook report for detailed insights. https://lnkd.in/e9SvE6wZ #assetallocation

Ever wondered about the intricate dance between equity valuation and market dynamics? It's a mind-boggling puzzle that deserves our attention. At the heart of it lies a simple equation: Equities must yield returns that outpace bond yields, factoring in the inherent risks. But here's where it gets interesting: Current dividend yield + long-term growth = bond yield + equity risk premium With the current S&P 500 dividend yield hovering around 3% (including share buy-backs) and a historical average risk premium of 4.8%, we're facing a mismatch. It's like trying to fit a square peg in a round hole! Brace for potential shifts: 🎯 Declining bond yields 📉 🎯 Reduced risk premiums 📉 🎯 Increased market dividend yields, with a worst-case correction of 38% 📉 Short-term optimism? Sure, but let's not overlook the structural concerns. Navigate with caution and insight. #MarketInsights #InvestmentStrategy #EquityMarketInsights #MarketAdjustment #TheGlobalCIOOffice

U.S. equity markets took a breather from their recent rally last week amid hawkish commentary from Federal Reserve members and a mixed bag of economic data, but equities held on to strong gains for the month of May. For the week, the S&P 500 was down 0.49%. The Dow Jones Industrial Average (DJIA) moved a little farther from the record 40,000 level of a couple weeks ago and ended last week down 0.88%, to 38,686. Small and mid-sized companies held their value better than their large-cap counterparts with the S&P 400 mid-cap and the S&P 600 small-cap up slightly at 0.22% and 0.72%, respectively. Continue reading our Private Wealth Advisors Weekly Investment Perspectives newsletter for June 4, 2024. https://bit.ly/3RhejRd #privatewealth #privatewealthmanagement #marketupdates #financialmarkets #economynews #bonds #stocks #markets #investingnews #equities

Here's the intro to our latest internal equity market conditions report, along with our US dollar snapshot: Click below to continue... #economy #development #power #economy #economics #macroeconomics #markets #investing #money #business #Fed #federalreserve #monetarypolicy #centralbanks #inflation #marketoutlook, #financialmarkets #stockmarket #equities #valuation #SP500 #interestrates #bondmarket #commodities #realestate #homeprices #foreignexchange #continuingeducation #financialanalysis #CPA #CFP #CFA #RIA #profits #earnings

Following a strong end to 2023, bullish investment sentiment continued to sweep through global financial markets in the first quarter of a new year. All seven major domestic equity IFA indexes produced healthy Q1 gains, led by large-cap value stocks with an 11.28% return. https://lnkd.in/guX2yPWP #indexfundadvisors #IFA #investing #mutualfunds #ETFs

*CorpCare Daily Market Wrapup - 08 Jan 2024* >Indian equities closed higher Friday on gains led by information technology stocks as investors awaited third-quarter corporate earnings. >The yield of the 10-year AAA corporate bond ended higher at 7.76% on Friday compared to 7.72% on Thursday. > The rupee closed higher against the US dollar on Friday supported by dollar inflows and tracking positive trend in the domestic equity markets. #investments #portfoliomanagement #investing #wealthmanagement #capitalmarkets

“We forecast that equities in the US will continue to fare especially well through the end of 2025”. After the S&P 500 hit our end-2024 forecasts six months earlier than scheduled, Chief Markets Economist John Higgins introduces our Q3 Asset Allocation Outlook and explains how we think equities will perform over the next couple of years. Download the key takeaways from our client report now. https://lnkd.in/e9xzXvpZ #equties #assetallocation #returns