Will Baker

Managing Volatile Markets with 0DTE Options w/ Cboe Global Markets Join us for an in-depth session on navigating market volatility using SPX and VIX options and other essential tools Date & Time: 🚨NOW🚨 Register & Watch Here: https://lnkd.in/eEY6jbdS

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In this video observations and expectations, Virtus Senior Managing Director and Chief Market Strategist, Joe Terranova, takes a look at the technical factors impacting the market. Access the full #Observations and Expectations video collection: https://bit.ly/4cEOYsG

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Check out the Q2 2024 Business Cycle Update from my colleagues on Fidelity's Asset Allocation Research Team: https://bit.ly/4dgaMeP Many major economies, including the U.S., remained in the late-cycle expansion phase and registered hints of stabilization and even reacceleration in some areas. Expectations of monetary easing have contributed to improving global financial conditions, and worldwide manufacturing activity has firmed. China remained an outlier, as it continued to ease policy in hopes of reaccelerating from its growth slump.

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When posed with a question on whether there would be a mean reversion in small caps or commodities or continued outperformance from large caps and big tech companies, roughly two-thirds of respondents expect that either small caps (33%), commodities (17%), or both (17%) will outperform. We’ve got some options for your consideration. 🔹 Harbor Commodity All-Weather Strategy ETF (HGER) - https://lnkd.in/eSfNb-ar 🔹 Harbor Small Cap Growth Fund (HASGX) - https://lnkd.in/eQhMv2ZA 🔹 Harbor Small Cap Value Fund (HASCX) - https://lnkd.in/edaqs7Yf 🔹 Harbor AlphaEdge Small Cap Earners ETF (EBIT) - https://lnkd.in/ewHwuCfx What’s your take? Small caps, commodities, or both? 

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Join my team onsite at the Fi-tek Wealth Technology Conference! Broadridge is thrilled to be sponsoring this event, and we invite you to attend Mike Tropeano's session, "AI-Managing Through the Hyper Curve" on October 8 from 9:00 AM - 9:30 AM ET. This session will dive into the evolving landscape of AI and its impactful use cases in the wealth management and trust sector. Let’s explore how these technologies can accelerate growth and optimize your retirement and wealth management strategies. Don’t miss this chance to engage in meaningful conversations and discover how Broadridge can support your journey. #WealthManagement #AssetManagementInsights

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@Amar Reganti focused on 3 key takeaways to navigate 2025. 1. #Fixedincome should have better opportunity set versus cash to generate #income and #totalreturn. 2. Clients should be flexible with their FI allocations, as markets are excepted to evolve. Being #dynamic with FI is important! 3. Clients should have a global mindset, as #deglobalization will continue due to policy changes, and opportunities will arise across the world. Learn more: https://lnkd.in/gkdUV-Kh

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Despite relatively weak macro data, there was a shift last week toward recent sector laggards like Energy, Financials and Industrials. In this edition of the Weekly Brief, the Office of the CIO at #RockefellerGlobalFamilyOffice prepares you for the week ahead. Three main takeaways from the report include: 1. Higher-than-expected jobless claims and a soft retail sales report highlighted the soft data last week, causing Treasury yields to hover near the low end of their recent range. 2. Housing data, consumer sentiment readings, and the Fed's preferred inflation metric Personal Consumption Expenditures (PCE) will be monitored closely this week. 3. International markets rebounded last week, although upcoming French elections could cause heightened volatility in coming sessions. For access to the full Macroeconomic and Financial Market Indicators report and other #UniquelyRockefeller #market insights, reach out to learn more. #RockefellerCapitalManagement #LinkerHodgesWealthPartners #WealthManagement #FinancialPlanning

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Our macro framework confirms a favorable outlook with low but stable growth and continued risk-on sentiment. In May, we remain overweight #equities over fixed income. Get our monthly outlook and allocation guidance in Portfolio Playbook: https://ow.ly/Ycpa30sCKB5

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With 7 growth stocks dominating the U.S. market, are investors under-allocated to value stocks? Boston Partners explores today's opportunities and risks. Get all the details! https://lnkd.in/e9Ey4mTu #PortfolioManagement #ValueStocks

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The AI boom is straining an aging U.S. electricity grid. Capital Group investment professionals discuss why utilities may be the next growth sector. Important disclosures: https://bit.ly/2JzEDWl .

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The Key Question in Institutional Sales: Are You Raising the Bar or Just Filling a Seat? 🔑 I’ve been reflecting on what truly separates high performers from the rest in institutional sales — and it’s not just about closing deals. Ask yourself: ✔️ Do you possess exceptional ability, or are you just meeting expectations? ✔️ Are you admired for your strategic insight, or are you just another “yes person”? ✔️ Will your presence raise the effectiveness of the team, or are you blending into the background? In my experience: 👊🏻 High-impact professionals don’t just ‘fit in’ — they elevate the team, bringing new ideas, sharp strategies, and a relentless focus on outcomes. 👇 Mediocre contributors can close deals, but they don’t move the needle for the broader organization. 👍 Exceptional talent isn’t always about being the loudest in the room; it’s about having the vision, work ethic, and foresight to drive real change. So, the question is: Are you contributing to the growth and success of your firm, or are you merely filling a role? What traits make someone an elite institutional salesperson? 👇👇👇 #InstitutionalSales #SalesExcellence #Leadership #Performance #GrowthMindset #Talent #SalesStrategy #BusinessGrowth

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The volatility of the resource sector can be a double-edged sword, with wild swings up and down. A more diversified approach can help smooth returns. https://ow.ly/ViqH30sI1Hy

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The U.S. #equity market stands at a crossroads, with AI-driven giants having soared to unprecedented heights even as incoming macro data point to a more challenging economic backdrop down the road. This stark contrast sets the stage for a complex period ahead where innovation’s promises alone may struggle to power the overall stock market to repeated new highs. Read more in TCW's Mid-Year Equities Outlook:

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