Westwood Holdings Group, Inc.

What’s Under the Hood of Your Index? • Volvo’s Share Class Discrepancy • Index Implications due to Reduced Trading • Potential for Short-Term Dislocation Read more in our latest Design Matters Insight: https://bit.ly/4kg3QlQ #Volvo #IndexInvesting #MarketTrends

Check out today's Basis Points! Subscribe and get weekly market commentary delivered straight to your inbox. Click on the link below to read our latest. #Mortgage #Markets #basispoints https://bit.ly/41eCS5A

Parag Sanghani, SVP Senior Portfolio Manager, provides an update on the state of the energy markets. Watch the short preview below, and click the link to see the full video here: https://bit.ly/43gsVY5 #Oil #NaturalGas #Energy

We’re thrilled to share that Parag Sanghani, SVP and portfolio manager at Westwood, was recently featured in MarketWatch! In the article, Parag shares key insights into strategies for monthly income generation while managing volatility in the energy sector. As energy prices remain stable, strategic income-focused approaches—such as covered-call options—are gaining traction among investors seeking high yield with reduced downside risk. With a deep understanding of market cycles, Parag highlights how disciplined capital spending by U.S. producers and OPEC’s production strategies contribute to price stability, creating opportunities for investors. Want to learn more about how to navigate the energy sector for steady income? 🔗 Read the full article here: https://lnkd.in/gpsit8cN

President Trump has issued several executive orders aimed at advancing domestic energy production, with major implications for the midstream and natural gas sectors. In our February Energy Update, Senior Portfolio Manager, Parag Sanghani, breaks down what this means for energy markets. Watch here: https://bit.ly/4gQgyoz #EnergyUpdate #EnergyInvesting #TrumpAdministration

Stay calm during market volatility with strategies that prepare you financially and mentally. Here are 11 tips to avoid hasty decisions that could impact your long-term goals. Read more in today's Wealth Insights: https://bit.ly/3XeXpFR #FinancialPlanning

Ben Chittenden, CFA reviews last month's performance and shares his latest outlook thoughts in this month's Multi-Asset Update. Watch the preview below and click the link for the full video: https://bit.ly/3EKSdmN #multiasset #fixedincome #marketupdate

“Several stocks serve as key indicators of Trump policy effectiveness. In the early phase, attributing economic outcomes to new policies can be complex, making it prudent to observe these stocks over at least the first 100 days.” – Westwood Chief Investment Officer of Alternative and Multi-Asset Portfolios Adrian Helfert in MarketWatch How is the market reacting to Trump’s second term? Discover which six stocks could signal the success — or challenges — of Trump’s economic policies. Read more: https://lnkd.in/gzKryx3W #MarketInsights #EconomicPolicy #Investing #StockMarket

🚨 How will Trump’s trade policies impact your investments? Adrian Helfert, CIO of alternative and multi-asset portfolios at Westwood, shares key insights in Forbes on how tariffs could reshape market opportunities and where investors can find protection. 📌 His take? Small- and mid-cap businesses with a domestic focus may hold strong, while sectors like defense and regional banking could present real opportunities. Read more from Danielle Chemtob about his perspective on the best-positioned stocks amid shifting trade policies: https://bit.ly/41lQw85 🔍 Do you think tariffs will help or hurt U.S. markets? #MarketInsights #Investing #Tariffs #EconomicPolicy #StockMarket

Discover Gregory Reid's latest insights on President Trump’s energy-related executive orders and how they could impact America’s energy future. Read more here: https://bit.ly/4b4UTrE #EnergyPolicy #TrumpExecutiveOrders #USEnergy