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Global Perspective All investment takes place in a global economic environment. Whilst we never lose sight of a client’s individual financial requirements and risk tolerance, we believe a global perspective is crucial to maximize investment opportunities. The correct assessment of the relative merits of world stock markets and currencies will often have a greater impact on portfolio performance than sector weightings or individual stocks.

Market volatility has been low over the past year. This was favorable for the stock market overall. What will be the catalyst to break this trend of low volatility? It's tough to say exactly, but this week's Investment Committee Insights video discusses how to respond to potential market volatility. Surprisingly (or not), God's word has something to say about it. ————————————————— Our JMA Investment Committee meets every Monday morning to review macroeconomic data, market news, and monitor our JMA portfolios. At John Moore Associates we align the values of our clients with their investment portfolios and financial plans. To do this, we utilize Biblically Responsible Investing (#BRI) screens on many of our in-house managed portfolios. We also focus heavily on #stewardship and #generosity within our planning process. Want more like this? Follow and hit the 🔔 Have ideas to share? Leave me a comment below. 👇 I’d love to chat!

Gideon pius, Co-Founder and Fund Manager at COE, presents a concise macroeconomic and commodities outlook, encapsulating the key economic challenges and opportunities that define the current global market landscape. In this write-up, Gideon provides insights into how COE’s investment strategies are positioned to navigate the ongoing volatility, particularly within commodities and alternative assets, ensuring a resilient and growth-oriented portfolio. This perspective reflects COE’s commitment to staying ahead in a dynamic economic environment while capitalizing on emerging opportunities. #Macroeconomics #Commodities #InvestmentStrategy #EconomicOutlook #GlobalMarkets #PortfolioManagement #AlternativeAssets #MarketVolatility #InvestmentInsights #COEFinance

Emerging markets can hold high-growth opportunities, but tread wisely among the risks. 💡 Why Consider Emerging Markets? + Higher growth potential compared to established markets + Diversification of your investment portfolio + Exposure to innovative companies and sectors ⚠️ What to Watch Out For - Political and economic fluctuations - Currency risks - Market volatility and liquidity issues Echo is your resource for informed investing - Join us. #EchoInvesting #IntelligentInvesting

In PIMCO's latest Cyclical Outlook, discover why they feel that "The global investment landscape is set to be transformed in the months ahead as the trajectories of major economies diverge more noticeably." Click here to read: Cyclical Outlook: Diverging Markets, Diversified Portfolios https://ow.ly/GvTV50Rca8Y

Download Quilter Investor's 2024 Global Outlook to discover expert insight from our investment team and global partners on the economic stories of tomorrow. As CIO Marcus Brookes observes, 2023 saw global equity markets shrug off inflation, a cost-of-living crisis, interest-rate hikes and rising geopolitical tensions to deliver very robust returns while bond markets struggled but showed signs of improving prospects. Download now > bit.ly/4axCwdW The value of investments may go down as well as up and you may not get back the amount originally invested.

When looking across regions and asset classes, there are reasons for optimism across US equities, emerging markets equities ex-China, and eurozone, UK and Canada government bonds, according to Franklin Templeton Investment Solutions. Find out more. https://lnkd.in/ebCsv2dR.

Join our Investment Director’s Glenn Coxon latest quarterly outlook with Ipek Ozkardeskaya going through the unexpected turns in the tech sector, the burgeoning reflation narrative, how AI advancements are fueling economic trends and why energy stocks are the new beacon for savvy investors. As the economic cycle unfolds, they delve into what’s driving US growth and how European banks are seizing their moment. https://lnkd.in/eGEv9Y3i

As volatility has picked up in markets it is the perfect time to catch up on the NFG Partners SA Market Outlook in association with Swissquote and the excellent Ipek, our wonderful host. Enjoy! #markets #equities #investing #marketoutlook

In PIMCO's latest Cyclical Outlook, discover why they feel that "The global investment landscape is set to be transformed in the months ahead as the trajectories of major economies diverge more noticeably." Click here to read: Cyclical Outlook: Diverging Markets, Diversified Portfolios https://ow.ly/GvTV50Rca8Y