Justin Miller’s Post

As we settle into the new year, @ Lincoln Financial Group’s Investments team continues to monitor the trends that will likely shape the economy. I recently sat down with Jayson Bronchetti, CFA, CAIA Bronchetti to discuss the management of Lincoln’s General Account in the coming year and provide an overview of the markets, economy and 2024 investment trends. Check out the video below! https://lnkd.in/gqZeyRuv

Important commentary

Investors can identify potential market opportunities by analyzing market dynamics, pinpointing areas of unmet demand, and evaluating market data. Conducting a SWOT analysis and understanding competitor landscapes are also effective strategies. Additionally, identifying personal pain points can reveal market needs.

How Canadian Financials remain attractive....

Now that the election is over in the U.S., what does that mean for the stock market? Where should you be looking to allocate your portfolio? Here's an interesting read that could provide some insight into what we can expect. Read More: https://ow.ly/9gHz50U376I

We spent several days in late January with a group of Chief Investment Officers and senior asset allocators. This was useful both as a way to hear the key concerns for a significant group of investors and as an opportunity to think about what one might do in response. In this short note, we will summarize a few of the key topics that we think are of general interest.

Opportunities arise 📈 when valuations fall. 📉 Explore why we believe negative headlines on #realestate indicate a good moment to invest in the latest #BXPatternRecognition from Joseph Zidle, Chief Investment Strategist for Private Wealth Solutions.