Bryan Armour, CFA

Consolidating on Light Volume as the Path of Least Resistance Remains Higher: Following the breakout to new highs, the S&P 500 has been consolidating on light volume just below overhead resistance, a good sign for a continuation to the upside. Read more.

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With all the talk in the news about potential rate cuts – or a lack thereof – I wanted to share some recent commentary from Michael Plage and Ford O’Neil, two Fidelity fixed income portfolio managers, about their thoughts on fixed income for the rest of 2024. Want to learn more about Fidelity’s fixed income capabilities? Check out this link: https://bit.ly/3JGeIIL

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Many of the advisors I work with are focused on what might be next for the Fed. Our May Advisor Outlook looks at how markets have repriced meaningfully since the start of the year, and discusses how advisors might want to position portfolios differently whether they expect the Fed to hold, cut, or hike rates in 2024. Many investors across BlackRock expect that the Fed will hold rates through September as a base case, which may benefit short & intermediate-term bonds, higher-yielding “plus” fixed income sectors, quality stocks and alternative strategies. Check out the full outlook to explore insights for how you can align your portfolios with the current market conditions: https://lnkd.in/edQt5HpS. For Professional Investors Only

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When it comes to offering investment options clients can feel confident in, Fidelity has you covered—with solutions like Fidelity Model Portfolios that benefit from our long history of managing risk-based portfolios. Our model portfolios are a great example of how we use our deep research and investment resources to help your clients meet their goals. Check out how they can aid in portfolio management while giving you more time to deepen client relationships. https://bit.ly/3wrK2rM #advisors #modelportfolios

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In the latest edition of Research Viewpoints, Oppenheimer Asset Management’s Consulting and Alternative Investment teams share their view that while mega-cap stocks appear extended, there may be opportunities in what they find to be reasonably valued segments like large cap value, small cap equities, core fixed income, and diversifying strategies. Read about this and more in our latest edition.

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The share of target date fund assets as a percentage of total 401(k) assets has more than quadrupled since 2007. But how many 401(k) participants have access to TDFs in their plans? Find out in this month’s Retirement at a Glance. bit.ly/3UNORoY.

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The share of target date fund assets as a percentage of total 401(k) assets has more than quadrupled since 2007. But how many 401(k) participants have access to TDFs in their plans? Find out in this month’s Retirement at a Glance. bit.ly/3UNORoY.

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Top of mind for many of us are growth, both economic and earnings, and interest rates. Check out the latest MFS Digest for quick takes on these topics plus our outlook for the economy and markets. bit.ly/3weFvsH.

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Mackenzie’s original four fixed income ETFs have passed their eight-year anniversary. In that time MKB, MUB, MGB and MFT have demonstrated how actively managed fixed income can add value in your client’s portfolios. Here’s how: https://ow.ly/Y5s830sCeU0

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Compare the excess return of American Funds Insurance Series® — Growth Fund vs. the S&P 500 Index over a 40-year period. #growth #InvestingConfidently #ExperiencedInvesting #retirement Important disclosures: https://bit.ly/2JzEDWl .

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Compare the excess return of American Funds Insurance Series® — Growth Fund vs. the S&P 500 Index over a 40-year period. #growth #InvestingConfidently #ExperiencedInvesting #retirement Important disclosures: https://bit.ly/2JzEDWl .

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Is it a matter of ‘when’ and not ‘if’ the gap between active and passive fixed income ETF closes? Until our first #activeETFs launched, there weren’t as many available. But we’re changing that to give clients more choice. Learn more here: https://bit.ly/44yonKX .

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What’s a T1 settlement got to do with it? When we talk about a T1 settlement, we’re really referring to the trade settlement for securities in the investment industry. The security cycle has shortened by a day, but what does that mean for you? When I started in this industry, we had a T+5 settlement date. This meant that if you sold something, you wouldn’t see that money for another 5 days, so you really had to plan ahead. Over the course of my career, I’ve seen the cycle slowly shorten, with the goal of improving market efficiency and reducing risk. Portfolio managers are excited about the shift, and I’m excited to share a bit more about why! Subscribe on YouTube for more videos like this one! https://lnkd.in/dwceikZq #personalfinance #moneytips #powerfulmoneyhabits #smartermoneyhabits #whatsblankgottodowithit #financialadvisor #wealthadvisor #investingininclusivity #t1settlement #marketchanges #tradeeasier #securitycycle

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Did you know that according to Fidelity's 2023 Family Office Investment Study, nearly half of family offices include direct indexing investments in their portfolio? There’s some great data to sort through in this survey, from portfolio construction strategy to alternative investments and more. Take a look! https://bit.ly/3K56ABL

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