David Totten on LinkedIn: S&P 500 should end 2024 at current levels around our price target of… (2024)

#SanctuaryWealth Chief Investment Strategist @Mary Ann Bartels was invited by BNN Bloomberg to discuss what’s going on the #markets now and what she expects over the balance of the year. As always, Mary Ann delivered her special brand of thoughtful, data-driven analysis, helping #investors understand what’s driving market performance.Learn more at www.SanctuaryWealth.com.#SanctuaryDifference #Investing #FinancialServices #WealthManagement

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Strong #earnings drive strong #stock performance and that’s what we’re seeing right now. How will inflation data, interest rates and other factors, including $6 trillion in cash on the sidelines and AI, impact the #markets going forward? Well, we’re expecting record-high stock performance this summer. I joined BNN Bloomberg to discuss why.https://lnkd.in/gJUUi6nq#SanctuaryDifference #wealthmanagement #financialadvisors #investing #financialservices

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Since the outbreak of the pandemic at the beginning of 2020, the valuation levels of #equities in Europe and the USA have experienced high fluctuations. In this edition of our "Insights" series, Matthias Born, Head of Investments & CIO Equities, Wealth & Asset Management and Tim Gottschalk, Portfoliomanager, Wealth & Asset Management address the questions of what we look for when valuing companies, how the valuation levels of our funds and individual stocks have developed compared to history, and why we believe that it is not low P/E ratios but good quality and growth ratios that make the difference in the long term: https://lnkd.in/e4eE4H5t Within Insights we provide you with a deeper understanding of our investment philosophy and thinking.This information is a marketing communication. Past performance is not a reliable indicator of future results. Investing involves risk.

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Tempted to join in the U.S. stock-market rally? Instead, work with your Financial Advisor to stay close to your strategic asset allocations, rebalancing as needed. Let’s discuss why chasing recent performance isn’t always the right move.

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Tempted to join in the U.S. stock-market rally? The bottom line: Investors need to think about the big picture. Work with your Financial Advisor to stay close to your strategic asset allocations, rebalancing as needed. Feel free to reach out to discuss working with me or my team to keep your long term financial goals in mind!

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How to best protect and grow all our clients’ capital respecting their time horizon, liquidity needs and risk tolerance is what we focus on every day. At Vontobel, we are committed to empowering investors to build better futures and are continually working on our capabilities and strategies to do so. Our investment teams remain as focused as ever on delivering performance and adding value through active management for our clients. Find out more about crisis-tested strategies that may have been overlooked during the era of low interest rates. https://bit.ly/3UohQhh #RediscoverReturns #Vontobel #Investments

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The Q4 investing space isn't as scary as it seems. While September was spookier for markets, the fourth quarter has been historically positive despite recent negative returns. My colleague and the Head of Market and Portfolio Insights, Carolyn Barnette, shares key outlooks for how to navigate investing in Q4: quality, diversification, and opportunities in tax- loss harvesting. Read more on what to expect for the year's end -> https://bit.ly/47Dqj5x#portfolios #financialadvisor #markets

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Small and medium US companies may surprise on the upside in this coming election year argues fund manager Mark Sherlock CFA FCA. Read the latest Q&A from our US SMID team to find out why: https://lnkd.in/eQbcQwqu#USSMID #questionsandanswers #2024outlook Capital at risk. For professional investors only.

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To start the new year, I look back on predictions that financial experts made for the stock market in 2023. Moral of the story: they were wrong. No one can predict the future, so don't change your investment strategy for short-term speculation.

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Have qualitative and quantitative reasons to buy or sell an investment.Let me know if you want helping picking a basket of hand selected, innovative, and diversified businesses to invest in.

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