Principal Asset Management reposted this
I recently shared insights with USA TODAY on the enduring value of bonds in retirement portfolios. Despite recent market volatility, bonds provide the necessary stability and income retirees need. It's crucial to adjust your portfolio as you age: aim for 21% bonds at age 50, 43% at 60, and 59% at 70. You can read more from our discussion here: https://lnkd.in/gP5cfBJT
At Principal Asset Management, we invest in what matters. And building talented teams is where it all begins. We're proud of the community we've built, but don't take our word for it. Learn more about our current career opportunities. https://lnkd.in/eC9pBJdq
Michael Goosay joined Yahoo Finance to discuss the monetary policy outlook, investment strategy, and volatility expectations within fixed income. Key items to note. 🔹 As the Fed enters a rate-cutting cycle, investors are advised to consider extending duration in their #portfolios, moving away from shorter-term money market #funds and into longer-duration assets. This strategy benefits from falling long-term #interestrates, but there is also a caution that if the economy deteriorates, reducing credit risk might be prudent. 🔹 Continued volatility in the #fixedincome markets is anticipated, particularly as the economy reaches an inflection point. The Fed's data-dependent approach adds uncertainty, with recent market reactions to jobs data underscoring this volatility.
Seema Shah joined CNBC Worldwide Exchange to the current market conditions. Key takeaways below. ➡️The movement of the energy markets is in line with geopolitical tensions, with declines suggesting that some of the tensions are easing back. ➡️ While recent data has been reassuring, recession fears still exist. Gold is reacting to this as everyone is still on tenterhooks – after significant tightening from the Fed, we know that recession risks become more elevated. ➡️ We do not believe that a recession will take place, and we think there will be a soft landing. https://lnkd.in/eEwECQQx
➡️ ms.spr.ly/61104l0yNQ While recent volatility and concerns around consumer spending persist, second quarter #earnings growth remained healthy. Read more about how consensus estimates for longer-term earnings growth are signaling potential #market stability, despite #macroeconomic uncertainties.
➡️ ms.spr.ly/61101l0J39 Fed Chair Jerome Powell opened the #JacksonHoleEconomicSymposium by signaling that the long-awaited start to the #Fed’s cutting cycle will begin in September—and that downside labor market risks now have their full attention. In our latest market response, read more about Powell’s comments and what it all means for the Fed’s policy outlook.
#AI's explosive growth is propelling the #datacenter sector into a new era of demand, driven by surging capacity needs and record-low vacancy rates. Read more about what makes this sector a compelling and resilient investment opportunity amidst the evolving commercial #realestate landscape. 🔗 https://lnkd.in/eDUd-raP
