Natixis Investment Managers’ Post

Being selective in your investment choices and exercising patience with those investments can make all the difference in achieving long-term financial success. While it might be tempting to cast a wide net and invest broadly, this approach can often be suboptimal. Instead, a focused investment strategy, backed by thorough quantitative and qualitative analysis, tends to yield better results. Quantitative analysis helps us understand the numbers, trends, and financial health of potential investments. Meanwhile, qualitative analysis provides insights into the management quality, industry position, and future prospects of a company. Together, these analyses enable us to make informed, high-conviction investment decisions. A recent article highlights how the ‘junk’ in broad index funds can drag down your portfolio’s performance, underscoring the importance of selective investing. At Shepard and Shepard Wealth Management Team of Raymond James, we believe in the power of patience and precision. By carefully selecting our investments and allowing them the time to grow, we can better navigate market volatility and pursue sustainable returns. As Warren Buffett wisely said, ‘The stock market is a device for transferring money from the impatient to the patient.’ Remember, in investing, sometimes less is more.

The Dow Jones and S&P 500 hit record highs in January, while the rally in tech stocks continued the Nasdaq’s strong momentum. Get all of last month’s key market and economic data from James Gauthier, CFA, Vice-President, Investment Products & Platforms, iA Private Wealth. #Stocks #Bonds #Commodities #Economy #BoC #Fed #WealthManagement

The US stock market continues to struggle this week as traders start to digest the idea of a potential change in the narrative from the Fed. Inflation and economic data continue to surprise the market. This is causing some trading desks to reevaluate their outlook for 2024. Will the Fed cut rates as aggressively as anticipated, or will the recent economic data cause the Fed to take pause? In addition, the S&P 500 is entering a seasonally weak period -- adding yet another potential headwind for stocks. For more detail, you can watch this week's market update here: https://lnkd.in/gNpR2jHA

March was a great month for stock investors, with the major U.S. indices as well as the S&P/TSX Composite Index hitting record highs. Get all of last month’s key market and economic data from James Gauthier, CFA, Vice-President, Investment Products & Platforms, iA Private Wealth.   #Stocks #Bonds #Commodities #Economy #BoC #Fed #WealthManagement

It was a rough ride for stocks in September, with the S&P/TSX Composite Index sliding back to levels last seen in October 2020 and the S&P 500 Index suffering its worst month this year. Get a complete breakdown of last month’s key market and economic data from James Gauthier, CFA, Vice-President, Investment Products & Platforms, iA Private Wealth. #Stocks #Bonds #Economy #BoC #Fed #WealthManagement

As stock/bond correlations continue to rise, many investors are turning to alternatives for increased diversification. In BlackRock's Q2 implementation guide, my colleagues discuss why now may be an opportune time to increase your liquid alternative exposure. They discuss how the current interest rate environment and higher fixed income yields may benefit alternatives, and also explore how “cash plus” alternatives may be able to provide attractive returns with low correlations to stocks and bonds. For a deeper dive and to discover how you can potentially leverage these opportunities, check out the full portfolio implementation guide here -> https://lnkd.in/gVPvDrjM.

Canadian stocks had a positive month in February, while the S&P 500, Dow Jones and Nasdaq 100 hit new all-time highs. Get all of last month’s key market and economic data from James Gauthier, CFA, Vice-President, Investment Products & Platforms, iA Private Wealth. #Stocks #Bonds #Commodities #Economy #BoC #Fed #WealthManagement

Mindset Wealth - IA Private Wealth RRSP season 2023-24 was a success we didn’t hit our pandemic highs of 2021-22 season but we were satisfied with the season overall. Attached February market snapshot. #wealthmanagement #interestrates

Private markets investments can be a powerful tool in helping investors create diversified portfolios and enhancing the traditional 60:40 stocks and bonds portfolio. They can improve outcomes and slightly reduce the volatility of a portfolio.

Our CIO provides timely advice and insight given the all-time highs that markets are at or near. Thera is certainly reason to be thoughtful and cautious in this market environment. Technology stocks have pushed markets to historically high valuations. Should investors continue riding the market's momentum, or is it time to pause and shift direction?