PM’s Desk - Q2 2024 - How to Invest with the S&P 500 Index at Highs Amid Uncertainties

Finding Value In a High Priced Market

As major stock indices hit all-time highs and many are concerned about valuations, we dive deep into strategies that can help savvy investors uncover opportunities beneath the surface. One phrase that comes to mind in this very narrow market is that, “looks can be deceiving.” From equally-weighted indices to sector-specific analysis, this conversation is packed with actionable advice for navigating a market that might seem daunting, but is full of potential for those who know where to look. Listen in as we discuss where we might start to see opportunity in 2025.

China’s Fading Economic Miracle

China is one of the most significant stories in the world of economics: both China’s incredible rise and the challenges threatening to halt its economic miracle.  Over the past four decades, China’s growth has been nothing short of remarkable, but now the country faces two critical issues - an aging population and a massive private sector debt burden - that could reshape its future. Listen in as we explore these challenges, and what this means for China’s long-term economic trajectory.

Hands Off the Fed

Discussion about more political oversight or political control of the U.S. Federal Reserve (Fed) occasionally heats up. We are seeing more of this type of discourse today as the election approaches. In our view, limited Fed independence could prove disastrous. While we can be critical of Fed policies, history shows that more political influence can make the situation worse, not better.

July 2024: Transformative Growth: Perspectives Beyond the Election, the Fed, and the Yield Curve

Transformative Growth: Perspectives Beyond the Election, the Fed & the Yield Curve » Uncertainty around the November election and U.S. Federal Reserve policy shift may cause near-term volatility and potential buying opportunities. » The economy, inflation, and jobs growth are getting back to normal. » Beyond near-term uncertainty lies a new era of growth and prosperity driven by a strong U.S. private sector. » Managing risk with a focus on quality equity and fixed income will likely lead to the best near-term results.

PM’s Desk - Q2 2024 - How to Invest with the S&P 500 Index at Highs Amid Uncertainties

In this episode, we discuss the three most frequently asked questions: (1) how to invest when the S&P 500 Index and the NASDAQ Index are at all-time highs, (2) what to do with investor portfolios that are over-allocated to money market funds, and (3) how to get investors to stick with and continue to invest in responsibly allocated strategies when last year’s narrow market and “Magnificent 7” inflated equity benchmark returns.