How is the shifting correlation between stocks and bonds challenging traditional portfolio strategies? Experts, including MFS Fixed Income Portfolio Manager Ward Brown, addressed how at the Fiduciary Investment Symposium in Toronto. Find out what they had to say about navigating this newfound fixed income landscape.
Peter Barron’s Post
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US inflation continues to cool. For more, read our Week in Review. bit.ly/4bFNz4b.
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MFS' newest Market Pulse is now available, discussing the prospect of a "Goldilocks landing" and which asset classes we see the most value in right now. Find out more by reading the July edition. bit.ly/3TthTcF.
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Fed chief sees return of cooing inflation trend. For more, read our Week in Review. bit.ly/3XKYtCB.
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In honor of national Financial Awareness Day, take this opportunity to check in on your client’s financial health. Resource provided below.
What Keeps You Up at Night?
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Clients may be wary of municipal bonds. The tide, however, is starting to turn, offering an attractive opportunity. Megan Poplowski, Co-Head of Municipal Research, joins Brad and Jenine for a conversation on munis, exploring: - Flows and potential advantages for first movers - Certainty of taxes - Compelling yields and fundamentals Watch the full conversation: bit.ly/3xrFMsC.
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US inflation and consumer spending cool. For more, read our Week in Review. bit.ly/4coieo2.
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As of Q1, the number of 401(k) accounts with balances of at least $1 million reached a record of 485,000, a considerable uptick from Q4 2023. How does this compare to one year ago? Find out in this month’s Retirement at a Glance. bit.ly/3UNORoY.
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At times it feels like there are only seven stocks in the S&P 500. This month’s Monthly Equity Market Topics explores why earnings expectations may be signaling that it’s time to start talking about the other 493 stocks. bit.ly/3TirNwa.
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US budget deficit swells. For more, read our Week in Review. bit.ly/4ezKTrG.
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