We know intuitively, buying great merchandise on sale is something consumers love. Ironically, in the investment business, when great stocks go on sale, investors tend to freeze or sell. That’s a mistake.
Investment advisors face challenges in managing portfolios amidst a dynamic market. One notable trend is the flat performance of Russell 1000 value, coupled with suppressed volatility in a range-bound market. Concerns arise from the concentration of gains within a few names, particularly in the tech sector, within the S&P 500.
Aggregate spending is a bit above the long-term trend, so we expect the spending dynamic to change as consumers continue to make important choices. As personal income goes positive as inflation cools over time, positive spending and saving dynamics will emerge.
Aggregate spending is a bit above the long-term trend, so we expect the spending dynamic to change as consumers continue to make important choices. As personal income goes positive as inflation cools over time, positive spending and saving dynamics will emerge.
The artificial intelligence, or "AI," revolution is upon us. The financial media and headlines are abuzz with stories of generative "AI" and the subsequent "industrial revolution."
The artificial intelligence, or "AI," revolution is upon us. The financial media and headlines are abuzz with stories of generative "AI" and the subsequent "industrial revolution."
For months, investors have been scaling what feels like an endless wall of worry. Each concern that gets resolved seems to spawn new uncertainties, yet the market has continued its relentless climb higher.
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