Advanced Asset Management Advisors’ Post

📢 Click below to watch as our Investment Team discusses the best and worst performing sectors of the first quarter, and how that translated into geographical performance. https://lnkd.in/dAn5X4ui #ManagedAssetPortfolios #ValueInvesting #InvestmentOutlook

3Q 2024 Strategic Investment Outlook: Cyclical versus Structural Inflation…and TINA Again?🤔 ⚡What You Need to Know⚡ ▶️Our latest quarterly note considers the interaction of tactical and strategic views. One complication for investors is that there has been a significant muddying of the waters between cyclical and structural inflation, even though the forces at work have been very different. ▶️We think it is easier to form a strategic market outlook than a tactical one at this stage, but one has to have an explicit view—our tactical view is that the equity market will be higher at year end, albeit with a lot more volatility than we have seen of late. ▶️It is simply too painful for investors to stand in the way of the growth-momentum trade, but even within that context, investors also need to have value-like positions as part of a prudential allocation. ⏭️Website: https://lnkd.in/ef4mGtgD ⏭️Download the PDF here: https://lnkd.in/ecxJNiZF

Click below to view this month's Market Perspectives from our Investment Strategy team. We review the prior month's capital market returns and economic developments in the context of our outlook and asset allocation themes. Click here to read more: https://lnkd.in/eQMQstXp https://lnkd.in/eWCqdXUV

Register for our webinar with our Global Investment Research team for a deep dive into global and regional equity factor performance for the quarter. Discover the outperformers, get clear visibility of the important return drivers and see where #factor valuations stand after Q1’s continued strength in #equity markets: https://lnkd.in/gjDiJTtg

Click below to view this month's Market Perspectives from our Investment Strategy team. We review the prior month's capital market returns and economic developments in the context of our outlook and asset allocation themes. Click here to read more: https://lnkd.in/erkUk__p https://lnkd.in/eGTCeYdh

Register for our webinar with our Global Investment Research team for a deep dive into global and regional equity factor performance for the quarter. Discover the outperformers, get clear visibility of the important return drivers and see where #factor valuations stand after Q1’s continued strength in #equity markets: https://lnkd.in/gt-iQj5R

Click below to view this month's Market Perspectives from our Investment Strategy team. We review the prior month's capital market returns and economic developments in the context of our outlook and asset allocation themes. Click here to read more: https://lnkd.in/ewfqKntR https://lnkd.in/e-YJvbaA

Register for our webinar with our Global Investment Research team for a deep dive into global and regional equity factor performance for the quarter. Discover the outperformers, get clear visibility of the important return drivers and see where #factor valuations stand after Q1’s continued strength in #equity markets: https://lnkd.in/gbryeFF5

Register for our webinar with our Global Investment Research team for a deep dive into global and regional equity factor performance for the quarter. Discover the outperformers, get clear visibility of the important return drivers and see where #factor valuations stand after Q1’s continued strength in #equity markets: https://lseg.group/4cWtE2L

Register for our webinar with our Global Investment Research team for a deep dive into global and regional equity factor performance for the quarter. Discover the outperformers, get clear visibility of the important return drivers and see where #factor valuations stand after Q1’s continued strength in #equity markets: https://lnkd.in/emG4_knY