Key Takeaways Gold prices reached a new record high in 2024 driven by demand from global central banks. Gold is not a panacea. The shiny metal has not performed as well as stocks or bonds in the last 33 years but does act as a diversifier in portfolios. Before rushing...
Key Takeaways Strong performance of the “Magnificent 7” 1(Mag 7)has led many U.S. market indexes to beconcentrated in a small number of highly valuedcompanies. We find that these companies are more diversifiedthan you may think. However, they are expensive,and they...
Key Takeaways Fear of Missing Out and Fear of Losing it All can potentially limit long-term returns. Market highs tend to cluster and lead to new highs and shouldn’t be feared as the start of the next downfall. Market corrections are part of a healthy market and...
Key Takeaways Investors sought safety in cash following the 2022 bear market driving a record of $6 trillion in cash. Investors holding excess cash missed opportunities in the 2023 market and could miss potential opportunities for greater return in the future....
Key Takeaways o The stock market rally has been driven by a narrow group of stocks in 2023. o Narrow leadership can persist for a while and be painful for investors with diversified portfolios as trends in markets shift over time. o Investors should be mindful of what...
Key Takeaways o Many investors today are worried about a recession. o For investors with longer time horizons, investing during a recession is almost unavoidable. o The good thing is that for long-term investors staying invested matters more than a recession....
