Patrick Murphy

Putting July's Volatility into Perspective In today's video Observations and Expectations, Virtus Senior Managing Director and Chief Market Strategist, Joe Terranova, provides context on the elevated volatility in the month of July. #ObservationsandExpectations

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Fidelity’s Matthew Fruhan believes the largest U.S. banks are set to dominate the market for the next 10 to 20 years. "I think it's going to be a three- or four-horse race, with the largest banks galloping away from the rest of the pack and taking organic market share… I see this as one of the best organic share-taking stories in the stock market," says Matthew. He attributes this outlook to increased confidence in bank deposits, potential regulatory changes, and the disproportionate benefits of AI investments. Read Matthew’s full thoughts here: https://bit.ly/4g7hANM

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Amid tightening spreads and market shifts, we discuss the complexities of the securitized sector and exploring opportunities in undervalued areas like commercial real estate and asset-backed securities.

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Fidelity Center for Applied Technology®️(FCAT) researcher, Deanna Laufer, has been digging into the data around the changing nature of families, zeroing in on the fact that people today have fewer family members which can impact how they find jobs, develop relationships, and build resiliency. Read more about this trend and why it matters in an interview with Deanna at https://bit.ly/4eRF4Ge #FidelityAssociate

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How has the Family Office space evolved for clients and for the firms that work with them? Wilmington Trust’s Family Office practice leader, Don DiCarlo, shared some thoughts with Professional Wealth Management (PWM) as part of a comprehensive look at this growing, changing, and important part of the wealth management industry. Take a look at the story below! #familyoffice #wealthmanagement

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The share of target date fund assets as a percentage of total 401(k) assets has more than quadrupled since 2007. But how many 401(k) participants have access to TDFs in their plans? Find out in this month’s Retirement at a Glance. bit.ly/3UNORoY.

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Join us next week down in Charlotte! We're going to be bringing the heat in regards to trend-following; how to prepare for chaos, bear markets, inflation and all the rest. #trendfollowing #investing #markets #assetmanagement

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“Legacy planning” hopefully will continue to replace “estate planning”. Wealtholders deeply care about passing family values down every bit as much or more than traditional estate planning focus. Philanthropic planning becomes a multi-generational endeavor for ultra high net worth families. I also agree that personal flourishing is one of the highest priorities for UHNW wealtholders. Some valuable insights are shared here.

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The 2024 Long-term strategic asset allocation report is now available. Let long-term strategic asset allocation help guide investment decisions.

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Why is Crown Castle (CCI) the “single best trade” for our CIO of alternative and multi-asset portfolios, Adrian Helfert? During his interview on TheStreet, Adrian highlighted its unique position: “We see a good catalyst in the future. We see good yields. We see a depressed valuation we think can be realized.” Citing its strategic pivot under new leadership and its potential to unlock value through a focused review, Adrian sees potential growth in the short term if catalysts align. Watch the full interview to explore his deep dive into CCI’s prospects: https://bit.ly/4icfZqT #TowerStocks #MarketInsights #StockAnalysis #ReUrbanization

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Finding value in credit markets really comes down to how investors view risk. One of the best ways to get a sense of both risk and opportunity is by looking at credit spreads. While spreads indicate the market's perception of risk, it's up to investors to determine if they're getting value for their exposure.

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The financial industry emphasizes investment skills in leadership selection. But leaders often struggle to balance analytical thinking with managing people effectively. In this video, my colleague Sébastien Page details five ways you can go beyond logic and methodologies to become an effective leader in asset management.

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Great discussion covering the opportunities and paradoxes in today’s financial markets!

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