BofA's Chief Investment Strategist, Signals a Pivotal Shift for U.S. Equities
Bank of America’s Chief Investment Strategist, Michael Hartnett, is signaling a pivotal shift for U.S. equities.
Syntax Direct Case Study Creating a Defensive Equity Index to Balance Portfolio Risk
As we write this paper in March 2025, the S&P 500 is flirting with a correction. Uncertainty around the consequences of changes in trade policy, tariffs, and their impact on inflation, and general geopolitical instability has investors and advisors increasingly concerned over whether this long-running bull market has run its course. Of course, similar concerns have appeared in the not-too-distant past: in Q4 2018, the S&P 500 fell 13.5%, interestingly, in part due to trade and tariff concerns between the US and China during President Trump’s first term.
Symmetry: Elevating Client Portfolios with Case Design Solutions
When it comes to investment management, time is one of the biggest obstacles for most Financial Advisors. Client meetings (23%) and client management (20%) take up more of Advisors’ time than investment management (16%).
What if you could delegate investment management to an outside partner and spend more of your time focusing on client-advisor relationship building?
Outsourcing can be a productive solution that frees up valuable time. The results Advisors hope to achieve with outsourcing include:
The Summer of 'Revenge Travel' Will Feel Like a Distant Memory This Year: Morning Brief
The summer of 2022 was defined by the notion of "revenge travel" as consumers tried to make up for time lost during the height of the pandemic.
“Roaring 2020s” Market Narrative May be Regaining Traction
Veteran market strategist Ed Yardeni believes that the bull case for a “Roaring 2020s” market narrative may be regaining traction.