Christopher McKeefrey’s Post

With markets poised to broaden, we think now's the time for equity investors to focus on "quality value" themes. Find out more in On the Markets.

Despite market momentum suggesting further gains ahead, investors might want to take a defensive stance going into the second half of the year. That said, what really is "defensive" these days? Learn more in this audiocast.

The longer interest rates stay higher, the greater the divergence becomes between the "haves" and "have nots," notes Morgan Stanley Wealth Management's Dan Skelly on Yahoo Finance. [Disclosures: https://mgstn.ly/3RHWoDt]

Is a "soft landing" on the horizon? Stock and bond markets seem to offer diverging perspectives. Let's discuss the implications for your portfolio.

Are investors getting adequately compensated for risk in the markets? Unlikely. At a time when valuations, uncertainty and complacency are running high, risk management now becomes more critical.

Bond investors are back to embracing the soft-landing thesis, while equity investors once again drive an AI-themed rally. What's behind these moves, and what can investors expect for the rest of 2024?

A sound financial plan is your North Star in volatile markets. Let's discuss how I can help you develop a plan that keeps you on track to achieve your goals. https://lnkd.in/ehdqUqYi https://lnkd.in/eBcAPBGt

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here:

Investors may be hoping for a soft landing, but recent labor market data paints a mixed picture and may warrant caution. Learn what this could mean for the economy and investor portfolios.