Jonathan Willcocks’ Post

Check out IAA Chief Investment Officer Chris Zaccarelli, CFA's latest guest appearance on Fox Business Network where he shared his thoughts on the current earnings season, where Consumer Price Index is likely headed, and the implications of the stock market. #FoxBusiness #Economy #Markets #CPI

Don't miss out on a brilliant webinar with Professor Joel Litman in partnership with the Hult Undergraduate Investment Group! Join us on February 23, 2024, 12:00 - 1:00 PM ET, as Professor Joel Litman discusses the historic wave of corporate SELL-OFFS and its impact on global equities. Gain unparalleled insights into the economy and investment strategies. Register now for free with the following link: https://lnkd.in/eWS4rZKM #InvestmentInsights #EconomicAnalysis #GlobalEquities

Economic Uncertainty is not an Ally of Active Managers The U.S. economy has experienced many extreme economic events over the past 200 years. During such times, investment professionals — i.e., asset managers, investment advisers and institutional investment consultants — often claim that greater levels of economic uncertainty provide better odds for active management. Financial history, however, demonstrates that such claims are empty. https://lnkd.in/gygbZfZ9 #IFA #investing #investors #indexfunds #stocks #stockmarket #finance #financialliteracy

Economic Uncertainty is not an Ally of Active Managers The U.S. economy has experienced many extreme economic events over the past 200 years. During such times, investment professionals — i.e., asset managers, investment advisers and institutional investment consultants — often claim that greater levels of economic uncertainty provide better odds for active management. Financial history, however, demonstrates that such claims are empty. https://lnkd.in/gygbZfZ9 #IFA #investing #investors #indexfunds #stocks #stockmarket #finance #FinancialLiteracy

In their latest 'Talking Markets' video, Matthew Tillett and Jonathan Willcocks of Premier Miton Investors, talk about their investment approach and strategy. Matthew also gives his outlook for UK equities. Watch the video in full here: https://ow.ly/ST7x50SBmGm

📢 Exciting News! 🎉 Barron's Mark Hulbert wrote a great and insightful article covering our recent paper on factor investing 📰. In the article, Mark delves into the important insights that 150 years of factor returns provide us. Interested? Please check out the full article on Barron's. For those who want to dive deeper into the research, you can read the full paper of myself, Bart van Vliet, CFA and Pim van Vliet, PhD on SSRN in the link below this post. #ValueInvesting #InvestmentResearch #Finance #Barrons #AcademicResearch #SSRN

It was a definitive risk-off week, as a combination of disappointing earnings, weaker-than-expected economic reports, and specifically… Chief Investment Officer, Chris Bouffard, CFA recaps last week's economic and market performance in our Weekly Market Update.📈 https://ow.ly/ciCK50SRh8P #marketupdate #marketperformance #investing #wealthmanagement

Embark on a journey into the heart of investing with our comprehensive guide to the stock market featured on Economic Insider. From understanding market trends to developing investment strategies, delve into the key principles and concepts that drive success in stock market investing. Don't miss this essential resource for anyone looking to navigate the complexities of the financial markets—read more on Economic Insider today! 📈💼 #StockMarket #Investing #FinancialMarkets #EconomicInsider https://lnkd.in/dBZvSinu

Starting the week looking at the #markets, #earnings and #equities. Our Chief Investment Officer S. Alan McKnight, Jr, CFA joined Frank Holland with CNBC’s Worldwide Exchange to share his insights on what is happening in the #markets and what #investors should know. https://spr.ly/6048dlYJ4

Huge thanks to Joyce Huang, CFA from American Century Investments for joining me IN the Nasdaq to offer her outlooks on economic growth, Fed rate cuts and the bond market. We talk about a lot! Check it out on InvestmentNews