Silas Peters’ Post

With US equity markets soaring, investors loaded up on the US with a record $122 billion of inflows — 97% of November’s equity inflows. Will this trend continue into the new year? Get Matthew Bartolini, CFA, CAIA’s take: http://ms.spr.ly/6042oPT7C

2024 was a very strong year for U.S. equities – but what does that tell investors about 2025? Irrespective of the obvious headwinds posed by market concentration, stretched valuations, and the resurgence of inflationary pressures, there is an even simpler fact about equity returns that we believe many investors may have forgotten: last year’s return is a terrible predictor of next year’s return. In the chart below, we see virtually no relationship between one year’s U.S. equity return and the next. In other words, when it comes to setting investor expectations, forgetting about what happened last year can be a helpful part of the discussion.

#InvestorStrategy: Investors walked into 2024 a little apprehensive, faced with elevated interest rates, lingering inflation, rising global tensions and recession fears. Despite those concerns, markets pushed ahead in 2024, with global equities delivering strong returns throughout the year. We review a year that was pretty awesome … at least from an investment perspective. https://lnkd.in/eD5Pvdji #RichardsonWealth #WealthManagement #Investing

A 10-15% decline in the broader markets is very normal as it happens on an average once a year. Investors who understand this are less likely to sell in a panic, and more likely to remain invested, ultimately benefitting from the wealth-building power of equities.

*JSR15* The Stock Market is Too Risky Yes: Investing in equities can be risky if we rely on stock tips, engage in random day trading, or invest in companies without proper analysis. Reality: While there are risks, they can be mitigated through diversification, thorough research, and long-term investing. Historically, equities have delivered strong returns over time compared to other asset classes. My Message: Not investing in equities is also risky, as inflation erodes the value of money. Therefore considering equities as an essential investment vehicle alongside other options like real estate and fixed-income instruments. While investing in equities carries risks, not investing in them is even riskier.

Look at the market yesterday….📉📈 My Weekly Newsletter - “Are US Equities Overvalued?” is a must read… Look what sectors and types of equity held their nerve. Has growth equity had its day in the sun? As we move towards a more volatile market will value / dividend styles of equity investing provide the balanced and consistent returns? Markets work in cycles. What worked 5, 10, and even 15 years ago may not work today. More importantly, what was flying 6 months ago, is now the most volatile investment you can hold.

Ever wonder how global market trends can guide your stock picks? 📊 This month, the MSCI World Index is staying above its 200-day moving average, leading to some exciting recommendations. One standout: a large UK bank offering a shareholder yield of 13.4%, combining both dividends and share buybacks. Curious how this impacts your investment strategy? Dive in and learn how global markets can shape your portfolio! #InvestingForBeginners #FinancialTips #StockMarketInsights https://buff.ly/47rVtxN

Where do we see opportunities for equity markets? Our 2025 Equities Outlook breaks down what lower rates and attractive global valuations could mean for investors: https://bit.ly/40YQGCF For professional investors only. #marketingcommunication

Where do we see opportunities for equity markets? Our 2025 Equities Outlook breaks down what lower rates and attractive global valuations could mean for investors: https://bit.ly/40YQGCF For professional investors only. #marketingcommunication

2024 was a standout year for global equities, with double-digit returns across major regions. But with U.S. equities racing ahead at breakneck speed, the question remains: how sustainable is this growth? Explore why managing risk and embracing global diversification is more critical than ever in our latest Quarterly Rebalance Summary. Read the full analysis here: https://lnkd.in/gm_jejWa #InvestmentStrategy #MarketInsights