Heidi Tyler, CFA’s Post

Our Investment Strategy Group shares their views for what to expect in 2024 in their newly released Outlook: America Powers On. Their two primary investment themes of US Preeminence and Staying Invested remain intact. Read the report to find out more.

Our team is pleased to launch our 2024 Outlook, America Powers On. After such a long run of US equity outperformance, should clients think about reducing their strategic asset allocation to US equities with a long-term shift toward non-US equities? Should they tactically underweight US equities with a short-term shift toward cash, bonds, or non-US equities? Our answer to both questions is a resounding no. Read more of our views and why our long-held investment themes of US Preeminence and Staying Invested remain valid: https://lnkd.in/e7z7dWZc

What can investors do to protect their portfolios from what feels like a rising tide of uncertainty? Here’s where we think there are opportunities worth considering in equities, fixed income, alternatives and multi asset. Read more: https://ow.ly/938x50QRRha Discover our full spectrum of investment capabilities across equities, multi-asset and fixed income: https://ow.ly/2WES50QRRhe Investment involves risk. #IncomeInvesting #IncomeChampion

What can investors do to protect their portfolios from what feels like a rising tide of uncertainty? Here’s where we think there are opportunities worth considering in equities, fixed income, alternatives and multi asset. Read more: https://ow.ly/t9Gh50QQS7K Discover our full spectrum of investment capabilities across equities, multi-asset and fixed income: https://ow.ly/WIBS50QQS7J Investment involves risk. #IncomeInvesting #IncomeChampion

We took advantage of the summer sell off to add to global equities. Our Investment Strategy Director explains how we’re approaching the final quarter of the year and 2025. Find out more here: https://okt.to/1EdBuR When investing, your capital is at risk. #PortfolioPositioning #GlobalEconomy #WealthManagement Grace Lavelle

Are you fixated on dividend yields when considering investments? While dividends are excellent for liquidity, it’s vital to broaden our perspective and look at the bigger picture of total investment returns. Learn more about the importance of total return and how investors can become short-sighted when focusing on old dividends and familiar investment options. https://bit.ly/RXPep17 #PrescribingProsperity #InvestmentInsights #LongTermThinking #FinancialGrowth

Dive into the Nasdaq for insights on bond investment in 2024! Jason Greenblath, co-head of credit at American Century Investments, shares strategies amid expectations of multiple Fed rate cuts. Join the conversation with InvestmentNews anchor Gregg Greenberg. https://hubs.la/Q02gMDtc0 #BondInvestment2024 #FedRateCuts #MarketInsights

Review the latest insights from our investment professionals on what opportunities they are seeing in fixed income, equities, and alternatives in this Investment Ideas: https://lnkd.in/eZNxWfbF.

In a clearly paradoxical trend, money-market funds globally took in $1.1trn (£878bn) in 2023 but reported $46bn (£36.7bn) of outflows in the first quarter of this year, indicating that a more sanguine attitude toward risk has emerged. Morningstar #Equities #Inflation #Institutionalinvestor #investmentportfolio #MoneyMarketFunds

Start the year off strong for your clients with BlackRock’s take on key investments for Q1. BlackRock's thought leaders in iShares, fundamental equities, fixed income, systematic active equity, and model portfolio solutions share opportunities and strategies to potentially enhance your clients' earnings. Our Q1 2024 investment outlook for advisors discusses how to manage macro risk, steer portfolio outcomes, and harness mega forces. Read more -> https://1blk.co/3OM7V31 #markets #financialadvisors #Q1