Insight Investment’s Post

Once again, high yield markets delivered positive returns through the rate-hiking cycle. Interestingly “fallen angels” (companies with former investment grade bond ratings that have since been downgraded to high yield), performed better than the broad high yield market despite higher average interest rate risk. Should investors looking for higher bond yields consider a dedicated fallen angels strategy? Read more here: https://bit.ly/3x7fGv0 Capital at risk. For professional investors only.

Once again, high yield markets delivered positive returns through the rate-hiking cycle. Interestingly “fallen angels” (companies with former investment grade bond ratings that have since been downgraded to high yield), performed better than the broad high yield market despite higher average interest rate risk. Should investors looking for higher bond yields consider a dedicated fallen angels strategy? Read more here: https://bit.ly/3x7fGv0 Capital at risk. For professional investors only.

As the popularity of passive strategies continues to rise, investors must understand the dynamics at play and their effects on market dynamics. The article delves into the nuances of passive investing, highlighting its role in shaping market behavior and potentially impacting price discovery. This analysis prompts us to consider the broader ramifications of passive investing beyond market performance, such as its effects on corporate governance, capital allocation, and the overall functioning of financial markets. By engaging in thoughtful dialogue and staying attuned to market developments, we can gain a deeper understanding of passive investing's implications and adapt our investment approaches accordingly, ensuring long-term success in today's ever-changing investment landscape. #Investing #MarketTrends #PassiveInvesting

This weeks blog is bought to you by Dimensional Fund Advisors explaining how to have a better investment experience. The blog emphasizes the importance of avoiding market timing and chasing past performance in investing, instead go for a long-term, diversified approach based on market principles. It offers ten key tips, including embracing market pricing, practicing smart diversification, and focusing on factors within one's control, to help investors achieve better long-term financial success based on research findings. https://lnkd.in/gHcXqA8v #investing #markets #financialadvice #financialplanning #wealthmanagement #evidencebased #investment#InvestingTips #FinancialWisdom

Did you know that so-called “fallen angels” (companies with former investment grade bond ratings that have since been downgraded to high yield) have historically delivered higher returns than the broader high yield market, despite higher average credit ratings? Should more investors consider dedicated fallen angels strategies? Read more: https://bit.ly/3x7fGv0 Capital at risk. For professional investors only.

Once again, high yield markets delivered positive returns through the rate-hiking cycle. Interestingly “fallen angels” (companies with former investment grade bond ratings that have since been downgraded to high yield), performed better than the broad high yield market despite higher average interest rate risk. Should investors looking for higher bond yields consider a dedicated fallen angels strategy? Read more here: https://bit.ly/3X6gNFF

It's true that many investors advocate for a long-term perspective when it comes to mutual funds and the stock market. Holding onto your investments during downturns and considering buying more can be a valid strategy, especially if you believe in the fundamentals of the assets you're holding. Here are some considerations to keep in mind: 1. Market Recovery: Historically, markets tend to recover from downturns over the long term. If you have a diversified portfolio and a long investment horizon, holding on can often be beneficial. 2. Cost Averaging: Buying more shares during a market dip can lower your average cost per share, which can be advantageous if the market rebounds. 3. Emotional Investing: It’s essential to avoid making impulsive decisions based on market fluctuations. Staying calm during volatility can prevent you from making poor investment choices. 4. Reassess Your Goals: Ensure that your investment strategy aligns with your financial goals and risk tolerance. Sometimes, a review of your strategy during downturns can be beneficial. 5. Consult a Financial Advisor: If unsure about your decisions, talking to a financial advisor can provide personalized guidance based on your situation. Ultimately, staying informed and patient is key to navigating market fluctuations effectively.

Portfolio models are changing after the mid-year point, and investors seem to be pricing in the possibility of a September rate cut. Listen to what Jack Janosiewicz and Brian Hess have to say about about market developments and more on The Tactical Take:

Performance in rate cutting cycles, cracks in concentrated markets, an #EmergingMarkets earnings revival, and everything else you need to know about global #equity markets this month. Click to learn more. https://okt.to/qAuXiZ #Schroders #investing

Year to Date Performance: S&P/ASX200: 3.98% 😴 Alex Managed Portfolio: 14.82% 🚀 (After fees) It really is incredible what you can achieve with an investment adviser. This client is high growth and looking to grow their funds rapidly. I have been actively buying and selling ASX listed shares that will help them achieve this goal. It has paid off so far this year by outperforming the index by 10.84%. Everyone has different risk tolerances, so get in touch with me to see what I can help you out with. Disclaimer: All of my clients have different risk profiles and these investments may not suit you. Past performance is no guarantee of future results. Always seek financial advice before investing.