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📉🐘 Is the Traditional 60/40 Portfolio Obsolete? 🐘📈 In the article “The 60/40 Model and The Elephant in the Room,” economists Brian S. Wesbury and Robert Stein from First Trust Portfolios delve into the challenges facing the classic investment strategy of allocating 60% to stocks and 40% to bonds. They highlight that many analyses overlook a critical factor—the “elephant in the room”—which is the significant growth of federal government spending, particularly in redistribution programs. This expansion has profound implications for economic growth and, consequently, investment returns. The authors point out that while various reasons have been suggested for the slowdown in productivity and wage growth since the 1970s, the substantial increase in non-defense government spending—from 9.5% of GDP in 1965 to higher levels in subsequent years—has not been adequately addressed. This oversight raises questions about the effectiveness of traditional portfolio models in today’s economic environment. For a deeper understanding of how these factors might impact your investment strategy, read the full article here 🔗 https://lnkd.in/ga_dUxzV

✨📈 #TBT to Timeless Investment Wisdom 🕰️ Throwing it back to when Som Seif of Purpose Investments dropped some serious knowledge on navigating uncertainty in portfolio management. Instead of trying to predict the unpredictable—like whether rates will go up, down, or stay flat—Som emphasized the importance of scenario planning. 🔍 His approach? Break down potential outcomes, assess probabilities, and build a portfolio that’s balanced across realistic scenarios—while keeping a sliver of protection for those rare, unexpected events. The key takeaway: Advisors shouldn't gamble on a single prediction. Embrace uncertainty, position strategically, and adapt as the data evolves. A timeless reminder for anyone navigating volatile markets! How are you positioning your portfolio in the face of uncertainty? Let’sx discuss 👇

Canada’s dairy industry is facing turbulent times as U.S. tariffs and trade tensions shake the foundation of its once-protected market. With supply management systems under pressure and global competition rising, the future of Canadian producers hangs in the balance. 🥛🇨🇦 Read more about the challenges and what’s at stake in the latest analysis. 🔗 https://lnkd.in/gw7ux7He

🚨 New Episode Alert! 🚨 Have you tuned in? Don’t miss the latest episode of Raise Your Average featuring special guest Aahan Menon! 🎙️💡 This week, Aahan dives deep into the dynamics of liquidity creation and shifts our focus beyond the usual suspects: "People are used to focusing on the Fed and Treasury for what drives liquidity conditions, especially during crisis times... but outside of those situations, who creates all the liquidity? It’s banks and financial institutions. And these entities are inherently pro-cyclical—driven by cash flows and extending credit into the economy." Join us as we unpack these insights and more to help you Raise Your Average 🎧🔥

Growth doesn't stop when you land the job—it begins. 🌟 Improving yourself in the workplace isn’t just about advancing your career; it’s about building stronger relationships, sharpening your skills, and contributing to something greater. Every step forward—big or small—brings you closer to your potential. ⚫ Seek Feedback Regularly: Proactively ask for constructive feedback from peers, supervisors, or mentors. Use it as an opportunity to identify areas for improvement and implement changes. ⚫ Enhance Communication Skills: Practice active listening, articulate your thoughts clearly, and adapt your communication style to suit diverse audiences. Strong communication builds trust and fosters collaboration. ⚫ Master Time Management: Prioritize tasks based on urgency and importance using methods like the Eisenhower Matrix. Use tools like calendars or task management apps to stay organized and meet deadlines. ⚫ Develop Emotional Intelligence (EQ): Cultivate self-awareness, empathy, and conflict resolution skills. Being attuned to the emotions of others enhances workplace relationships and team dynamics. ⚫ Continuously Learn and Upskill: Invest in your professional development through courses, certifications, or attending industry conferences. Stay updated on trends and technologies relevant to your field. ⚫ Take Initiative: Volunteer for new projects, propose innovative solutions, or step in to assist when needed. Being proactive demonstrates leadership and a commitment to the organization's success. ⚫ Foster Collaboration: Build relationships across teams, encourage knowledge-sharing, and embrace diverse perspectives. Collaborative environments lead to creative problem-solving and shared success. ⚫ Maintain a Growth Mindset: View challenges as opportunities to learn rather than obstacles. Be open to feedback, adapt to change, and remain resilient in the face of setbacks. ⚫ Focus on Quality Over Quantity: Strive for excellence in your work. Pay attention to details, double-check deliverables, and ensure your contributions align with organizational goals. ⚫ Cultivate a Positive Attitude: Approach tasks with enthusiasm and show gratitude to colleagues. Positivity can inspire and motivate those around you while improving team morale.

Last week was eventful -- Get it all right here 🎯 Happy Monday!

🚨 NEW EPISODE: Raise Your Average with special guest Aahan Menon 𝗔𝗿𝗲 𝗠𝗮𝗿𝗸𝗲𝘁𝘀 𝗼𝘃𝗲𝗿𝗲𝘀𝘁𝗶𝗺𝗮𝘁𝗶𝗻𝗴 𝟮𝟬𝟮𝟱 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀? ⚫ Hosted by: Pierre Daillie (AdvisorAnalyst.com) + Mike Philbrick (ReSolve Asset Management) What does 2025 have in store for investors? Join us as we dive deep into the markets, macroeconomics, and the evolving landscape of risk and opportunity with Aahan Menon, Founder and CEO of Prometheus Investments Research LLC. In this special kickoff episode of Raise Your Average, Aahan breaks down his systematic and probabilistic approach to navigating today’s unpredictable economic environment, and shares his investment outlook, as well as asset allocation. You may be surprised. Watch it here: https://lnkd.in/g5vRGFYB + Check out this preview 🔥

💡 In a world where challenges often seem insurmountable, this quote by Thomas Edison serves as a timeless reminder of the transformative power of perseverance and optimism. At its core, this sentiment reflects a profound truth about the human spirit and its potential to overcome adversity. Giving up is not merely a pause in action but an admission of defeat, often fueled by fear, self-doubt, or fatigue. Yet, it is precisely in those moments of despair that breakthroughs are born—not because success becomes inevitable, but because each additional attempt refines our approach, strengthens our resolve, and brings us closer to our goal. Edison himself embodied this principle, famously conducting thousands of experiments before perfecting the incandescent light bulb. His relentless pursuit of innovation wasn’t just about creating a product; it was about embracing failure as a teacher. Every failed attempt offered valuable lessons that shaped the next try. This mindset is as relevant today as it was in Edison’s time. Whether you’re pursuing a career goal, navigating personal growth, or striving for social change, the key to success lies in refusing to let setbacks define your journey. Instead, view each obstacle as a stepping stone and remember that the path to achievement is rarely linear. So, the next time you feel tempted to quit, ask yourself: what if the next attempt is the one that changes everything? Keep trying, keep growing, and let the pursuit of your dreams outlast the challenges that stand in your way.

At times, you will have to step out of your comfort zone to make significant gains. Know the boundaries of your comfort zone and practice stepping out of it in baby steps. As much as you need to know the market, you need to know yourself too. Can you handle staying in when everyone else is jumping ship? Or getting out during the biggest rally of the century? There’s no room for pride in this kind of self-analysis. The best investment strategy can turn into the worst if you don’t have the stomach to see it through 💸✨

#TBT to when Dennis Mitchell of Starlight Capital joined us to challenge the status quo on portfolio design. Citing insights from Bruce Flatt of Brookfield, Dennis shared how private wealth and mass affluent investors are moving toward alternative asset classes—on track to hit 60%, aligning with institutional trends worldwide. 🔑 His key takeaway? The 60/40 portfolio is history. The future is about efficient returns, prioritizing long-term plays like private real estate, infrastructure, and equity over traditional equities and fixed income. It’s all about real value creation, cash flow growth, and patience—not just riding market waves. Are alternatives the way forward?👇 Watch the full episode + others @ AdvisorAnalyst.com/video