Regions Wealth Management’s Post

Starting the week looking at the #markets, #earnings and #equities. Our Chief Investment Officer S. Alan McKnight, Jr, CFA joined Frank Holland with CNBC’s Worldwide Exchange to share his insights on what is happening in the #markets and what #investors should know. https://spr.ly/6048dlYJ4

Central Investment Advisors had the opportunity to chat with LPL Chief Economist, Jeffrey Roach I always soak up insights from those (much) smarter than I - but one simple “off the cuff” comment he said, really resonated with me 💚 Whether markets are good 😊 or bad 😠you have to remember your role Are you a #trader or an #investor?? Because truly, time horizon makes a big difference in your #portfolio holdings + frequency of rebalancing #timeinthemarket

If in-depth macro outlooks feel a bit overwhelming, consider joining our quarterly webinar on 11th or 12th of January for a more accessible perspective. Iain Tait, Head of our Private Investment Office, will be in conversation with Pau Morilla Giner, our CIO. Plus, you can actively participate by sending in your questions. Don't miss out - register today! #macroeconomic #macrooutlook #economicoutlook #markets #investing #wealthmanagement

It seems like yesterday, but a whole quarter has already passed us by, and our next Debrief webinar, the first one of 2024, is around the corner! For those of you who aren't aware, The Debrief is London & Capital Wealth and Asset Management’s quarterly webinar where you have the exclusive opportunity to ask all your burning questions directly to our Chief Investment Officer, Pau Morilla-Giner. It's accessible to everyone, regardless of your financial knowledge. Whether you're a seasoned investor or just starting out, this webinar is for you! So mark your calendars, and join Iain Tait, Partner and Head of the Private Investment Office, and Pau Morilla-Giner, Partner and Chief Investment Officer on Thursday 11th of January or Friday 12th of January for a conversation around all the latest market activity. Sign up here: https://buff.ly/3RwlyVQ We hope to see you there! #LondonAndCapital #WealthManagement #AssetManagement #TheDebrief #Webinar #QuarterlyWebinar #Inflation #Volatility #Investing #Investments

Chris Wyllie, our Chief Investment Officer's latest appearance on Bloomberg TV's 'Markets Today' show covered a broad range of current market topics. Watch the full interview by clicking below. https://lnkd.in/e55_syzb #investmentmanagement #wealthmanagement #stocksandshares #bloomberg #marketnews

In the latest episode of “Taking Stock: After The Bell, Investment Managers Jonathan Raymond CFA and James Hughes are joined by Karen Ward, Chief Strategist EMEA at J.P. Morgan Asset Management. Our hosts discuss inflation, growth, Artificial Intelligence, the role of fiscal policy and how investors should be viewing the upcoming elections. Listen now: https://bit.ly/4aM1rcA #QuilterCheviot Capital at risk. This is a marketing communication.

“Bonds aren’t performing their diversification or shock absorption function that they were designed to do in the 60/40 portfolio. So now, importantly, is the time to lean into private asset classes where you can get that diversification.” Paula Campbell Roberts shared more on the role real assets can play within portfolios during CNBC's Financial Advisors Summit. 📺 Watch the full discussion:

On the heels of the #Dow crossing the 40,000 mark – albeit briefly – I spoke with Becky Quick of CNBC's about what this means for investors now and for the year. Will this strong momentum continue? Fundamentals such as strong earnings and improved profit margins point to a resounding “yes!” But there may be bumps along the way. Tune into our entire conversation, below.   https://lnkd.in/ezGadHTf   #SanctuaryDifference #wealthmanagement #financialadvisors #money #investing

I asked 25 financial thought leaders, “What does it mean to be a long-term investor?” A few of my favorite answers were: #1. Carl Richards "Long-term investing is about answering a crucial question: Where do you want to invest your time, energy, and attention? Acquire assets aligned with your values and hold onto them for the long run." #2. Morgan Housel "Long-term investing is navigating a challenging path, marked by surprises and downturns. It's not about guaranteed greatness but enduring setbacks, navigating uncertainties, and increasing the probability that odds will be in your favor." #3. Ben Carlson, CFA "Long-term investing means staying calm amidst short-term market noise. Stay composed, stay informed about the stock market, uphold a structured plan, and let personal circumstances guide your portfolio choices more than momentary market shifts." PS. If you want to hear all their answers, click the comments ↓

If you missed the live webcast, you can access the #AvivaInvestors Q3 House View through the link below