Harshita Tyagi’s Post

We believe in the old saying: a picture is worth a thousand words. Here, we aim to recap recent market action and provide some perspective to investors. https://lnkd.in/ewE3sGbA

A good rational approach to thinking about the markets.

Global share markets fell dramatically at the start of August only to regain all of this and finish the month in positive territory. Combined with interest rates moving lower, portfolio returns have been good for investors. Read the full Monthly View below to learn more. https://lnkd.in/gxeY9ypN For more market insights and our terms and conditions, visit www.jmiwealth.co.nz #jmiwealth #monthlyview #interestrates

Today’s market action has created challenges in describing some traditional market indices as “diversified”. Select areas of extreme outperformance have resulted in concentrations and left some investors asking if diversification still matters. Learn more about the growing concentration concern and the debate this raises between relative and absolute risk. https://bit.ly/3Tx1Lqw

We believe in the old saying: a picture is worth a thousand words. Here, we aim to recap recent market action and provide some perspective to investors. https://bit.ly/3YxcTGA

Our latest market commentary is here - explore the key trends and insights from August's markets: https://bit.ly/4gC9NYK #SVNCapital #InvestIntelligently

Markets repriced in April on “higher-for-longer” rates pushing longer duration fixed income and duration sensitive equities lower. Escalating conflicts in the Middle East have led investors to question what impact expanded conflict may have on their portfolios. While these events capture our attention, their fundamental impact on markets tends to be short-lived. Read more: https://lnkd.in/eqpSjgcJ

We’ve been posting about the US economy and how it might be shifting. Long-term investors know not to get caught up in times of panic and to stay the course. Volatility is inevitable, so remember why you invested in your stocks to begin with and look for opportunities to buy the dip. Useful blogs below 👇 Preparing for a Mild Recession with a Bullish Stance: https://hubs.li/Q02J_dkQ0 Correlations Flash Warning Signs in Five Major Markets: https://hubs.li/Q02J_d4f0 Stock Opportunities Beyond the Magnificent Seven: https://hubs.li/Q02J_dlX0 Is the Party Over? Signs the US Economy Might Be Shifting Gears: https://hubs.li/Q02J_dwT0

Headlines are designed to promote a response and often these are driven by a negative event. But often the best thing to do is just ignore them, especially in the world of investments. 📈 Reading the below “headline”, what would be the guess at the FTSE “slump” to promote a noteworthy acknowledgement? -5%? Maybe -8%? Not quite, the article highlights the FTSE 100 fell by -0.5% at opening and the FTSE 250 by -0.2%. 📉 From an investment perspective, these fluctuations are normal on a daily basis in equity components. What’s the lesson? Take headlines with a pinch of salt and don’t worry about what markets are doing (as long as you are in a globally diversified portfolio that is!). Short term fluctuations happen, investing is a long term plan, not a daily short term one.

📊 Impact of Policy Divergence on Valuations: Market Insights 📈 Discover the effects of policy divergence on market valuations and explore key drivers for the week ahead. Stay informed to navigate the evolving financial landscape. #MarketAnalysis #PolicyDivergence #InvestmentInsights #StayInformed #Exante #ExanteInsights