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Active opportunities in U.S. equities beyond the “Magnificent 7”
We will delve into the current investment landscape and uncover opportunities that extend beyond the well-known Magnificent 7.
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Nov 6, 2024
Navigating the Post-Election Environment
History suggests that investors shouldn’t be concerned about material asset return differences under different political administrations. A portfolio of 60% equities and 40% fixed income has produced an annual compound return of 8.1% since 1860 with a Republican president and a 7.8% annual compound return with a Democratic president.
Nov 6, 2024
Navigating the Post-Election Environment
History suggests that investors shouldn’t be concerned about material asset return differences under different political administrations. A portfolio of 60% equities and 40% fixed income has produced an annual compound return of 8.1% since 1860 with a Republican president and a 7.8% annual compound return with a Democratic president.
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