Wilon Wealth Management’s Post

https://lnkd.in/e46Qp6MF From our Third Quarter Market Update Webinar: “From an investment perspective, stock markets don't look very attractive right now on a go-forward basis. Valuations are elevated, and earnings expectations are high, which doesn't align with the macroeconomic forecast of a slowdown. Investors have largely pushed their chips in, with a lot of euphoria surrounding AI, leading to increased volatility over the past couple of weeks. We're repositioning on the equity side, taking some chips off the table in favor of other asset classes like bonds and alternative investments.” Cornerstone Wealth Group, LLC

With the US economy seemingly coping well with the current high interest rate, is the market becoming more comfortable with higher rates and so being driven more by fundamentals? Join Fund Manager, Anthony Rayner for this week’s #Perspectives where he takes a closer look. For Investment Professionals Only. Capital at Risk. 

With the US economy seemingly coping well with the current high interest rate, is the market becoming more comfortable with higher rates and so being driven more by fundamentals? Join Fund Manager, Anthony Rayner for this week’s #Perspectives where he takes a closer look. For Investment Professionals Only. Capital at Risk. 

With the US economy seemingly coping well with the current high interest rate, is the market becoming more comfortable with higher rates and so being driven more by fundamentals? Join Fund Manager, Anthony Rayner for this week’s #Perspectives where he takes a closer look. For Investment Professionals Only. Capital at Risk. 

In recent financial news the S&P 500 index has surged to an all-time high. On the surface, this milestone may appear to be cause for celebration among investors, signaling robust economic growth and market optimism. However, beneath the veneer of success lies a complex interplay of psychological biases and emotions that may leave many investors feeling uneasy. One such phenomenon at play is loss aversion. The cognitive bias of loss aversion has the ability to exert a powerful influence on investor behavior, even in the face of record-breaking market highs. Click below to read the entire article in our February 2024 Sigma Summaries newsletter. #SigmaInvestments #ThoughtfulInvesting

📉 Today's Market Recap: Navigating Through Turbulence 🌪️ In today's financial landscape, the Dow 30 tells a story of retreat, with key players like Goldman Sachs, Microsoft, and Caterpillar facing notable declines. Amidst this downturn, however, lie beacons of resilience with Disney, Visa, and Travelers showcasing gains. 🚀 Our latest "Daily Dow Dispatch" dives deep into the day's market dynamics, offering a balanced perspective on the pressures and opportunities that shape our investments. Despite the overall bearish mood, there are always pockets of strength to be found. 💡 🔗 Dive into the full analysis for a comprehensive breakdown of today's market movements and insights into what lies ahead. Your financial clarity is just a click away. https://lnkd.in/eiaXGdDM Need more insights or have questions? Reach out to us at 📧 info@batvja.com or 📞 1876-6655926 / 876-9293670. We're here to guide you through the market's ups and downs. #DailyDowDispatch #MarketTrends #Investing #FinanceNews #BusinessAccessTV #StockMarketAnalysis #MarketInsights

✨ Rockefeller Capital Management in the Spotlight! ✨ Markets seem to have recovered from last week’s Yen carry-trade unwinding, but the “market psychology has been altered,” said Rockefeller Global Family Office Chief Investment Officer Jimmy Chang on CNBC’s Closing Bell. He noted that sentiment entering July seemed euphoric, but investor expectations for a continued “goldilocks environment” were tempered by weaker-than-expected economic data that has led to less conviction about the state of the economy. In discussion with host Scott Wapner, Jimmy also remarked on the ongoing debate of where we stand within the economic cycle. “It’s difficult to tell,” he said, but for investors who believe we are mid-cycle, every pullback could present a buying opportunity. However, those who believe we are in late-cycle may want to become incrementally more cautious in their approach. Jimmy also added that, regardless, the future course will be impacted by the pace of the Fed’s easing and the outcome of the general election, which still appears too close to call. When asked about market opportunities within the current environment, Jimmy believes income-oriented investments look more attractive than equities. His view is that it’s likely Mag-7 stocks move sideways as earnings catch up to valuations and is favoring relatively defensive parts of the market such as telecom services, healthcare and medical equipment. 

With the US economy seemingly coping well with the current high interest rate, is the market becoming more comfortable with higher rates and so being driven more by fundamentals? Join Fund Manager, Anthony Rayner for this week’s #Perspectives where he takes a closer look. For Investment Professionals Only. Capital at Risk. 

📉 Today's Market Recap: Navigating Through Turbulence 🌪️ In today's financial landscape, the Dow 30 tells a story of retreat, with key players like Goldman Sachs, Microsoft, and Caterpillar facing notable declines. Amidst this downturn, however, lie beacons of resilience with Disney, Visa, and Travelers showcasing gains. 🚀 Our latest "Daily Dow Dispatch" dives deep into the day's market dynamics, offering a balanced perspective on the pressures and opportunities that shape our investments. Despite the overall bearish mood, there are always pockets of strength to be found. 💡 🔗 Dive into the full analysis for a comprehensive breakdown of today's market movements and insights into what lies ahead. Your financial clarity is just a click away. https://lnkd.in/eiaXGdDM Need more insights or have questions? Reach out to us at 📧 info@batvja.com or 📞 1876-6655926 / 876-9293670. We're here to guide you through the market's ups and downs. #DailyDowDispatch #MarketTrends #Investing #FinanceNews #BusinessAccessTV #StockMarketAnalysis #MarketInsights

Take a look at the article below to compare Morgan Stanley's current thoughts on the market versus the thoughts of many investors.