Talaria’s Post

How should you position for 'sticky' inflation!? Our Chief Strategist Joaquin Kritz Lara dives into this important question in our latest 'US Equity Sector Strategy'. The report features positioning and analysis for the 11 GICS sectors and main sub-segments of the SP&500. We also include a focus feature on a specific sector... this month is materials! If interested in our full thoughts, comment or send me a message. #equities #inflation #investing #assetallocation

After an incredible 25% gain for US equities in 2023, despite the uncertain macroeconomic conditions, what should investors expect heading into 2024? What are the dynamics behind equity valuations in the US public markets? Is there still money to be made in the asset class? How will continued economic uncertainty around #geopolitics and #inflation shape this #equities in 2024? We sat down with Xi Liu, Ph.D., CFA to discuss.

Between investment returns, corporate earnings, and recent market volatility, there's plenty of economic news from last month. Avantax Co-CIO Ivan P Gruhl, CFA reviews why the markets expect the Fed to begin shifting some of their focus away from inflation and more squarely on the dual mandate of inflation and employment. Ivan also shares which bonds still offer yields that income-seeking investors may find attractive. ▶️ Watch here: https://bit.ly/4dzdgEV #Inflation #EconomicUpdate #WealthManagement #Investing

Between investment returns, corporate earnings, and recent market volatility, there's plenty of economic news from last month. Avantax Co-CIO Ivan P Gruhl, CFA reviews why the markets expect the Fed to begin shifting some of their focus away from inflation and more squarely on the dual mandate of inflation and employment. Ivan also shares which bonds still offer yields that income-seeking investors may find attractive. ▶️ Watch here: https://bit.ly/4dzdgEV #Inflation #EconomicUpdate #WealthManagement #Investing

US equities finished the week higher in the US as cooling inflation led to improved sentiment amongst investors. Stay informed with the latest insights! 📊✨ Read the full Zurich Monthly Investment News Update on our website: https://lnkd.in/gGdrR8MF #InvestmentNews #MarketInsights #ZurichInvestments #FinancialMarkets #Equities #Investors

#novumcapitalpartners Back to the risk-parity trade? David Zervos is becoming more optimistic as the Fed's most intense phase of the inflation battle appears to be over. Zervos emphasizes that once the "1970s-style" arguments are removed from the equation, the market can return to embracing a more symmetrical view of rates. In the event of an unexpected recession or financial crash, the Fed could, as in the pre-Covid days, swiftly cut rates massively to support the economy. 👉 The full interview: https://lnkd.in/eRi6dT8W Video Source: CNBC Interview with Jefferies's David Zervos Managing Director Credits: Vittorio Treichler - Partner and Chief Investment Officer at NOVUM CAPITAL PARTNERS SA #Finance #Economics #MarketOutlook #Fed #FedPolicy #FinancialMarkets

New blog alert! "Contrary to the gloomy forecasts, 2023 unfolded as a remarkably successful year for equities. This turnaround highlighted not only the resilience but also the dynamic nature of global markets." Mihir Shirgaonkar, CFA presents his views on 'Why investors are turning to USD fixed income'. Read here - https://lnkd.in/dUCEfFTR Missed reading the December 2023 newsletter? We have got you covered - https://lnkd.in/dubuMZhG

Back to the risk parity trade? David Zervos is becoming more optimistic as the Fed's most intense phase of the inflation battle appears to be over. Zervos emphasizes that once the "1970s-style" arguments are removed from the equation, the market can return to embracing a more symmetrical view of rates. In the event of an unexpected recession or financial crash, the Fed could, as in the pre-Covid days, swiftly cut rates massively to support the economy. 👉 The full interview: https://lnkd.in/ehZQrvYN Video Source: CNBC Interview with Jefferies's David Zervos Managing Director Credits: Vittorio Treichler - Partner and Chief Investment Officer at NOVUM CAPITAL PARTNERS SA #Finance #Economics #MarketOutlook #Fed #FedPolicy #FinancialMarkets

The fed fund rate reduction will impact various interest rates, and as a result, is likely to have a significant impact on investors in private assets, dividend recapitalization transactions and the M&A market. #Economy #InterestRate Find out more in the link below:

The Q3 2024 Investment Review by Blankinship & Foster discusses key economic trends, including GDP growth, inflation deceleration and Federal Reserve rate cuts. The report highlights strong stock market performance, rising corporate earnings, and opportunities for diversification in global markets. It also covers the impact of falling interest rates on bonds and real estate, while noting potential risks such as geopolitical instability and stock market volatility. Read the full report now and take control of your financial future: https://lnkd.in/gwZEgA2H #diversifymyportfolio #invetmentstrategy #longterminvestments #taxefficientinvestments