12 November, 2018 Special Reports and Newsletters

Recap - Realities of Investing Now

rana

Missed the event? Here is a recap of what Rana discussed during the seminar.

  • We get distracted by short term events, and volatility
  • Turbulence is a normal part of investment cycles
  • Trade disputes will eventually get resolved
  • There is good happening as well, Global GDP is improving, unemployment is low, technology is leading to productivity, healthcare is improving life
  • You are invested in companies, that produce real products that you and others consume - this is the obvious thing about investing that we forget. These are not just names on a computer screen
  • Well Balanced investing makes sense
  • What is important is that your expectations for your investment goals, are realistic and planned with your advisor
  • Deregulation and tax reform have already provided a powerful wind in the sails for U.S. economic activity, but the full measure of these business-friendly policies has yet to be fully reflected in the economy
  • Repatriation has been strong, and set to increase before a year-end deadline.

  • Your portfolios are expertly crafted with premier managers and risk minimization strategies built in
  • The US banking sector is in good health and financial conditions are not restrictive. Corporate earnings are good, and business sentiment is upbeat.
  • Employment data and consumer confidence are strong. While inflation has notched up, it is still contained, and wage growth has been subdued. and interest rates are well below historical averages.

  • A short-term downturn in the market is unlikely to cause the US economy to topple over - this has happened many many times before - its a good thing, although it never feels good going through it. How are you taking advantage of it?
  • This volatility is completely normal

 

  • The concerns are around midterm years which are always among the most turbulent and gains tend to be concentrated in the final months (see chart)

 

  • Good news is that this uncertainty MAY be over on November 6th

 

Questions? Contact us