How do your investment portfolio diversify in the light of the market of the market?
Miami Beach has become an ideal destination for financial matters, as about 2500 consultants and specialists in the sector aim to exchange visions and answer the most prominent investment questions. From how to transfer wealth effectively, to the investigation into private market opportunities, dealing with inflation and global uncertainty … The answers to these questions seemed closer to the future proof of the city conference, held earlier this week. Optimism prevailed over the atmosphere of the conference, and the session hosted by Michael Sailor, CEO of ‘Strategy’, Michael Sailor, the largest crowd attendance, despite the recently general vote in the market. The significant decline in the most prominent technology stocks has led to the concern of investors, especially amid the continuation of political uncertainty and the growing fear of the economy entering a recession. The Bloomberg index for the total return of the seven major shares has dropped by 14% since the beginning of the year, which is about 18% of its highlight registered in December. With the technology shares, the S&B 500 has dropped to decline, investors are trying to diversify their investment portfolios. Here is a brief overview of the investment opportunities discussed in Miami Beach, withdraw from discussion rings and meetings with investment experts during the latest event. Gabriella Santos, the largest market strategy for the two Americans in JP Morgan Asset Management, focuses on Europe and Japan despite the good performance that worldwide stocks have recorded since the beginning of the year, and see that the field is still open to further growth. Santos drew attention to the MSCI ACWI EXA, which is a broad global indicator, pointing out that this index is “currently trading with a 30% discount compared to the” S&B 500 “index, after this discount at the beginning of the year at the 40% level, knowing that the historical average is estimated at about 15%.” She was of the opinion that the recent tendency towards international shares represents a ‘major reorganization in the governor’, powered by the wave of correction in the shares of the ‘seven big ones’, and not because of the fear that the United States is entering a recession. Santos focused especially on Europe and Japan, explaining that US investors did not pay attention to it. She said that the financial shares in the two regions are attractive with the end of the shrinkage and the return of interest rates to the positive area. In Europe, industrial shares are focused in light of the significant increase in defense spending, especially in Germany. In Japan, the high growth of wages and the increase in local consumption leads to the preference of local orientation. Diversification and profit distributions, Brian Armor, director of strategies at ‘Morningstar’, said the fluctuations in the markets are currently an opportunity to return to the basics of investment. He explained that “the percentage of US stocks in investment portfolios has reached one of its highest levels ever, which makes time the right to diversify assets. That does not mean that US stocks are sold but also investing in bonds and international equities.” He continued: “We don’t know what’s going to happen later, so don’t put your time in guess. Keep a diverse investment portfolio and be prepared for the future. It’s good to be a monitor.” Armor pointed out that the circulating indicators focusing on companies whose profits grow, from the least risk options that investors can think about. He said the Vanguard Appnessity ETF focuses on companies that show sustainable growth in their long -term gains, while companies that offer the highest returns exclude, because it may be an indication of financial distress. There is also an international version of the indicators traded under the symbol: Vigi. He added that the other options “The American Shwab US Dividend Equity ETF”, which focuses on the yield and quality of distributions. Medium -sized businesses are medium -sized businesses the perfect option to invest in stocks, according to Emily Roland, the most important thing to invest in John Hancock Investment Management. “These shares are traded with a 30% discount compared to the shares of large companies, and they are characterized by higher quality than small businesses as it is more profitable, achieved better results and has stronger cash flow in their public budgets, along with lower debt levels,” Roland said. She added: “The challenge facing the shares lies in their high assessments, which is equivalent to 20 times the future profits.” She continued: “It is difficult to achieve more expansion in the complications of the yield in the next phase, after these complications over the past two years have been the most important driving force for stock returns.” ‘Bullen Bonds’, as well as the preference for the shares of medium businesses, see Emily Roland, the most important participation in investing in ‘John Hancock Investment Management’, that the effects also represent a class of preferred assets. “The boring effects are not adequately appreciated,” Roland said. Although she believes that the revenue of the current effects is too high, it prefers the ‘source of the revenue’ it currently produces to investors, and notes that it is preferred by the effects with moderate merit between seven and ten years. She added: “With a return of about 4.7% for the total bond index, and about 5.25% for the effects of companies with an investment grade, I accept these levels all the time.” And she continued: “You can secure revenue flow for several years, with a third of the risk compared to stocks.”