the Informed Momentum Company’s Post

The Small Cap market is gaining Momentum! 🚀 Find out more about the strategy and more about what's happening in global equity markets with the EAM Investors, LLC market analysis - a great update.

Although we have seen a lot of commentary about the “magnificent seven” driving returns in the US, concentration in equity markets has been increasing around the globe. Looking at concentration within the UK stock market in a global context, Morningstar’s latest report assesses where we currently are, analysing recent market concentration, with a particular focus on UK equities and UK equity managers. https://lnkd.in/grjqAd28

𝗘𝗾𝘂𝗶𝘁𝘆 𝗺𝗮𝗿𝗸𝗲𝘁𝘀 𝗰𝗮𝗻 𝗴𝗼 𝗵𝗶𝗴𝗵𝗲𝗿, 𝘀𝘁𝗮𝘁𝗶𝘀𝘁𝗶𝗰𝘀 𝘀𝗮𝘆 The current bull market cycle is 20 months old and produced a 53% gain, which by historical standards is less than the median 30 months and 90% gains that’ve been produced over the past 100 years or so during cyclical bull markets. We might only be in the 5thinning. Separately, Goldman Sachs said they see ‘Wall of Money’ fueling stock market’s summer party. A flood of cash from passive equity allocations will pour into the stock market in early July, setting up a continuing rally through the early summer. “New quarter (Q3), new half year (2H), this is when a wall of money comes into the equity market quickly". Since 1928, the first 15 days of July have been the best two-week trading period of the year for equities, and they tend to fade after July 17. The S&P 500 Index has been positive for nine straight Julys, posting an average return of 3.7%. The Nasdaq 100 Index has an even better record, posting gains in 16 straight Julys, with an average return of 4.6%. The bar for being short equities right now is very high given these upcoming flows and random market dynamics. Source: Fidelity Investments, Goldman Sachs

This month’s pick-of-the-pack chart from our monthly Market Cycle Guidebook reveals trends in dividend yields for global vs US equities. Dividends make up an important part of total returns over the long-run, while dividend yields also give some insight into value. So this is probably going to prove an important chart… SOURCE: https://lnkd.in/gKFtW3XV

Today on the weekly review, our team looks at the performance of international stock markets for the first six months of 2024 (HY2024). International equities were broadly higher fuelled by strong corporate earnings and continued hopes of US interest rate cuts. We discuss possible drivers that are likely to continue influencing market sentiment and direction as we progress into the latter half of the year. Will markets sustain their upward trend in 2024, or could emerging factors steer investors in a different path? Read more on our website: https://lnkd.in/eMfwmvCD #investmentreview #investments #gobalmarkets

This week, we review the performance of international stock markets for the first six months of 2024 (HY2024). International equities were broadly higher fuelled by strong corporate earnings and continued hopes of US interest rate cuts. We discuss possible drivers that are likely to continue influencing market sentiment and direction as we progress into the latter half of the year. Will markets sustain their upward trend in 2024, or could emerging factors steer investors in a different path? Read the full review on our website: https://lnkd.in/etYjUBdz

CEO Robert Conzo, CFP®, emphasizes the importance of rebalancing portfolios during market pullbacks, noting, “I don’t think it’s ever a bad idea when markets pull back to do a little rebalancing in a portfolio, take advantage of some of the drops.” As market volatility continues, now is the time to take action and make strategic adjustments. Read more in Bloomberg: https://lnkd.in/ghgtVjdB #MarketVolatility #PortfolioManagement #InvestmentStrategy Disclosures: https://bit.ly/3mbVpPA

August 2024 took investors on a ride, with sharp sell-offs and strong rebounds—learn what drove market performance and 𝘄𝗵𝗮𝘁’𝘀 𝗻𝗲𝘅𝘁 for global equities in #EasyAssetManagement's latest report. https://lnkd.in/dvNttMKs #EasyBlogs | #EasyEquities

US equities posted strong weekly gains, with the S&P 500 and Nasdaq up 1.7%, and the Dow adding 2.2%. Optimism around Trump’s pro-business stance and tariff relief boosted the market. Here's a look at the global markets wrap

Crash course of stock market!! The recent market crash, both domestically and globally, has served as a stark reminder of the inherent risks in stock market investments. After a prolonged bull run, investors were caught off guard by the sudden downturn. This underscores the critical importance of fiscal prudence and a diversified investment portfolio. While stocks have historically offered higher returns, real estate and gold have proven to be reliable hedges during market volatility. While it's unlikely to match the stock market's peak returns, a balanced approach can significantly mitigate risks. It's encouraging to see the government taking steps to regulate increased retail participation in the derivatives market. This move towards investor protection is a positive development. At Smart Cities Investment, we believe in crafting investment strategies that align with your financial goals and risk tolerance. Our expertise lies in creating a well-balanced portfolio that includes stocks, gold, and real estate. Let's discuss how we can help you navigate these turbulent times and build a resilient investment portfolio. #naveentheguru #stockmarketcrash #realestatevigyan #realestate #gold #diversification #financialplanning #smartcitiesinvestment #financialadvice