Michael A. Greeley’s Post

Did you hear? The unemployment rate hit 4.1% for the first time in two years. Explore what this means for your investment portfolio and economic outlook. Stay informed about market trends with our detailed analysis and tailored investment advice. 📉🌟 #FinancialPlanning #unemploymentrate #economicoutlook Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor. Stratos Wealth Advisors, LLC and Kowal Financial Advisors, LLC are separate entities. Source: https://lnkd.in/dk2kAM7

In this Monthly Perspectives, “Now the dust has settled…” you'll find the answers to the following most pressing economic and market questions: 1. Will inflationary policy keep the Fed from cutting interest rates? 2. Will mass deportations shrink the labour pool and lead to a recession? 3. Will a focus on blue-collar workers put an end to the tech rally? 4. Will the deregulation finally unshackle the big banks? 5. Will we see a reversal from the transition to renewable energy? 6. Will Biden’s signature legislative of achievement be repealed? 7. How will Trumpenomics impact real estate prices? The waiting is over and the dust is settling. It's time to get back to the business of investing. Read On.

What the experts are thinking.

𝐐𝐮𝐚𝐫𝐭𝐞𝐫𝐥𝐲 𝐌𝐚𝐫𝐤𝐞𝐭 𝐔𝐩𝐝𝐚𝐭𝐞: 𝐅𝐎𝐌𝐎? 𝐖𝐞 𝐜𝐡𝐨𝐨𝐬𝐞 𝐅𝐮𝐧𝐝𝐚𝐦𝐞𝐧𝐭𝐚𝐥𝐬 Currently, the United States is experiencing an unusual and concerning phenomenon where the annual deficit is high even though the unemployment rate is low. A low unemployment rate usually signals a healthy economy, contributing to conditions that encourage lower deficits. 𝐖𝐡𝐞𝐧 𝐭𝐡𝐞 𝐮𝐧𝐞𝐦𝐩𝐥𝐨𝐲𝐦𝐞𝐧𝐭 𝐫𝐚𝐭𝐞 𝐢𝐬 𝐥𝐨𝐰, 𝐭𝐡𝐞 𝐅𝐞𝐝𝐞𝐫𝐚𝐥 𝐆𝐨𝐯𝐞𝐫𝐧𝐦𝐞𝐧𝐭’𝐬 𝐁𝐚𝐥𝐚𝐧𝐜𝐞 𝐒𝐡𝐞𝐞𝐭 𝐛𝐞𝐧𝐞𝐟𝐢𝐭𝐬 𝐢𝐧 𝐭𝐰𝐨 𝐰𝐚𝐲𝐬: ✔️ More people are working so the Federal Government spends less money on relief programs. ✔️ The Federal Government collects more money from taxes due to higher payrolls. Lower spending on automatic stabilizers paired with higher revenues as more people are employed should generate lower deficits... However, the current high deficit in 2023, which is anticipated to grow in upcoming years, results in part from a structural imbalance between spending and revenues; that imbalance is driven by demographic factors, rising healthcare costs, higher interest rates on the growing debt, and insufficient revenues to cover promises that have been made. Observers of the fiscal situation have highlighted the dangerous anomaly of running high federal deficits during a period of low unemployment. At a time of low unemployment, such borrowing is seen as reckless... #investing #markets #update #singapore #wealthmanagement #financialplanning https://lnkd.in/gHdJZ84W

We are pleased to report that 2024 was another good year for equity investors. The economic backdrop continued to be favorable, while inflation diminished but did not go away. Read on in our quarterly update found here: https://lnkd.in/exxtSmvr . . . #investmentnews #investing #dividendgrowthinvesting #wealthmanagement #RIA #RegisteredInvestmentAdvisor #verity #verityinvestmentpartners #quarterlynews #financialnews #financialfreedom

Going into the year, 2024 was always set to be an intense election period, with polls in more than 60 countries. It turned out to be even more action-packed than anticipated, with snap elections in France and Japan giving investors even more to focus on, in addition to the US election. What are the implications of one of the busiest years in election history? We asked our global CIOs how investors could position themselves in a shifting political terrain. Key takeaways: - Given the global election supercycle, we’ve brought together our global CIOs to understand the market implications of issues ranging from geopolitics to globalisation, as well as the potential investment opportunities in a dynamic political environment. - Market volatility should be anticipated at a time of elevated political risk, while investors will be closely watching incoming governments’ fiscal and trade policies, particularly in the US; any spending splurges could face a bond market backlash. - Lower interest rates and slower but still resilient growth should help cushion markets from further political uncertainties and provide opportunities within equities and fixed income; investors may also consider defensive options to ensure portfolios are balanced. - Our CIOs see opportunities to benefit from diverging glide paths for growth and inflation across different economies, as well as from pockets of relative calm such as the UK. By Virginie Maisonneuve, Global CIO Equity, Gregor MA Hirt, Global CIO Multi Asset, Michael Krautzberger, Global CIO Fixed Income, all Allianz Global Investors and Eric Stein, Head of Investments and CIO, Fixed Income Voya Investment Management #NavigatingRates #Equities #FixedIncome #MultiAsset #CIO #elections

The decline in #stock futures ahead of the #US presidential election reflects a cautious sentiment among #investors who are anxious about potential policy shifts depending on the election outcome. Historically, elections can create #volatility in the financial markets due to uncertainty surrounding the candidates’ platforms, especially regarding taxation, trade, and economic policy. As of October 2023, inflation in the U.S. hovered around 3.7%, while the Federal Reserve Board expressed concerns over maintaining #price stability, highlighting the critical backdrop against which this election unfolds. On the other hand, the upcoming #election could also present opportunities for certain sectors. For instance, #renewable energy and #technology stocks may see beneficial policies if a pro-renewables candidate gains office, potentially leading to a market rally in those areas regardless of the overall uncertainty. As the political landscape evolves, investors must navigate the dual pressures of current economic indicators and the unpredictable nature of electoral outcomes, making the days leading up to the election crucial for market performance. TradingAdvisor.AI is a leading provider of financial insights, utilizing advanced AI technology to deliver high-quality analyses and comprehensive reports tailored to the needs of our clients. Our offerings are designed with flexibility in mind, available in various formats and through multiple access methods to suit diverse requirements. We provide extensive coverage, offering both broad and deep insights across multiple companies, sectors and products. For more insightful analysis, visit www.tradingadvisor.ai #TradingAdvisorAI #MarketInsights #TradingNews #Equities #MarketAnalysis #StockMarket #Forex #FinTech #Innovation #Investing

A few insights from our recently launched World Wealth Report! This year, HNWIs are moving from wealth preservation to growth. Despite market challenges, the wealth of US millionaires grew by 7.4%, driven by a surge in tech equities and government spending initiatives like the CHIPS Act and the Inflation Reduction Act. HNWIs want Wealth Management firms to provide: 1. Comprehensive services - Financial & Non-financial Value add services covering Tax planning, Estate planning, Investment management & Philanthropic strategies 2. Personalized experiences, tailored advice & close interactions with Wealth Managers 3. Access to exclusive offers that are not readily available to the general public 4. Robust Account Management, Insight based reporting & communication Discover more such insights in our detailed report: https://bit.ly/4dNiEoY #HNWI #WealthManagement #WWR2024

Private Markets Will Still Outperform Overview Despite recent economic volatility and market uncertainties, private markets are expected to continue outperforming public markets. This outlook is driven by several factors including increased capital inflows, diversification benefits, and the pursuit of higher yields by institutional investors. Key Factors Driving Outperformance 1. Higher Returns: . Historically,private markets have offered higher returns compared to public markets This is due to the illiquidity premium,which compensates investors for the reduced liquidity and longer investment horizons typical of private equity and private debt investments. 2. Diversification: . Private markets provide diversification benefits that are less correlated with public market fluctuations. This diversification can help mitigate risks associated with market volatility and economic downturns. 3. Increased Institutional investment : . Institutional investors such as pension funds endowment, and sovereign wealth funds have been allocating more capital to private markets. This trend is driven by the need to achieve target returns in a low- yield environment and the attractiveness of private equity, real estate, and infrastructure investments. 4. Innovative and High-Growth Sectors: . Private markets often invest in innovative and high-growth sectors, such as technology and biotechnology, which can offer substantial upside potential. These sectors may not be as readily accessible through public markets. Challenges and Considerations 1. Illiquidity : . One of the primary challenges of private market investments is illiquidity. Investors need to commit their capital to longer periods, which can be a disadvantage compared to the liquidity of public markets. 2. Valuation and Transparency: . Valuation in private markets can be less transparent and more subjective compared to public markets, which can complicate investment decisions and risk assessments. 3. Access and Expertise : . Investing in private markets requires significant expertise and access to high- quality investment opportunities. This can be a barrier for smaller investors or those without the necessary connections and knowledge. Conclusion Despite the challenges, private markets are poised to continue outperforming public markets due their potential for higher returns, diversification benefits, and the growing interest from institutional investors. While there are risks and complexities associated with private market investments, the overall outlook remains positive for those seeking to enhance their portfolios with alternative assets . Sources : . Private Equity Continues to outperform . Why Private Markets Are Still a Good Bet . The Future of Alternatives 2025

While the concerns about deficits, government debt, potential new policy initiatives, and geopolitical risk remain, we find bright spots that could break through in 2025 and into 2026. We highlight the 2025 Year Ahead: The Advancement of the Asset-Light Era in the December edition of Viewpoint. #2025 #viewpoint