401(k) portfolios have the highest concentration in equities since January 2001, according to the Alight Solutions 401(k) Index™: http://alig.ht/hRkM50SvOEB
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Start the year off strong for your clients with BlackRock’s take on key investments for Q1. BlackRock's thought leaders in iShares, fundamental equities, fixed income, systematic active equity, and model portfolio solutions share opportunities and strategies to potentially enhance your clients' earnings. Our Q1 2024 investment outlook for advisors discusses how to manage macro risk, steer portfolio outcomes, and harness mega forces. Read more -> https://1blk.co/3OM7V31 #markets #financialadvisors #Q1
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Start the year off strong for your clients with BlackRock’s take on key investments for Q1. BlackRock's thought leaders in iShares, fundamental equities, fixed income, systematic active equity, and model portfolio solutions share opportunities and strategies to potentially enhance your clients' earnings. Our Q1 2024 investment outlook for advisors discusses how to manage macro risk, steer portfolio outcomes, and harness mega forces. Read more -> https://ishars.com/42hi4KX #markets #financialadvisors #Q1
Q1 2024 investment outlook for advisors
blackrock.com
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Start the year off strong for your clients with BlackRock’s take on key investments for Q1. BlackRock's thought leaders in iShares, fundamental equities, fixed income, systematic active equity, and model portfolio solutions share opportunities and strategies to potentially enhance your clients' earnings. Our Q1 2024 investment outlook for advisors discusses how to manage macro risk, steer portfolio outcomes, and harness mega forces. Read more -> https://ishars.com/3u5zsFJ #markets #financialadvisors #Q1
Q1 2024 investment outlook for advisors
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The S&P 500's 2022 decline prompted registered investment advisors to proactively address client concerns. A year of strategic efforts to foster stability and reassure investors. https://hubs.la/Q028wCkj0 #AdvisoryResilience #MarketDownturn #ClientRelationships
Advisors hustled to hang onto clients last year: Fidelity
https://www.investmentnews.com
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Creating a positive client experience is just as important as managing portfolio risk, especially in an uncertain market. Buffered strategies can help advisors do both. Buffered ETFs mitigate risk by targeting a level of downside protection in exchange for capping upside potential, therefore providing a range of return expectations for clients. In his latest piece, U.S. Head of Thematics and Active Equity ETFs, Jay Jacobs, discusses how buffer ETFs can provide access to these strategies, reducing the time-intensive nature of managing options strategies individually -> https://bit.ly/3SFUo03 #equities #globaleconomy #usmarket #etfs #financialadvisors
5 Questions on Buffer ETFs | BlackRock
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The swift rise in #interest rates over the past 20 months has led to many previously attractive income-focused investment funds falling out of favour, though there are several investment trusts that have prospective #yields well above the rates offered by even the most generous savings accounts. Many investment funds that were previously seeing much higher demand due to their attractive dividend yields are now languishing on sizeable discounts, analysts at Stifel observed in a note on Wednesday, especially trusts investing in 'alternative assets' (i.e. assets that are not equities). #LSE #HFEL More at #Proactive #ProactiveInvestors http://ow.ly/Qsvu104RXie
Rates above 9% offered by investment trusts but is it enough to tempt bank savers?
proactiveinvestors.co.uk
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Creating a positive client experience is just as important as managing portfolio risk, especially in an uncertain market. Buffered strategies can help advisors do both. Buffered ETFs mitigate risk by targeting a level of downside protection in exchange for capping upside potential, therefore providing a range of return expectations for clients. In his latest piece, U.S. Head of Thematics and Active Equity ETFs, Jay Jacobs, discusses how buffer ETFs can provide access to these strategies, reducing the time-intensive nature of managing options strategies individually -> https://bit.ly/468XVaf #equities #globaleconomy #usmarket #etfs #financialadvisors
5 Questions on Buffer ETFs | BlackRock
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Our second annual State of Alternative #Investments in #Wealth Management 2023 survey, in partnership with CAIS, suggests that a transition from a traditional 60/40 portfolio to a more three-dimensional portfolio — one that includes public equities, fixed income and alternatives — appears to be underway. https://bit.ly/48v48iL Dive into our survey to learn more.
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