Risk Managed Strategy Funds

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Visual Capitalist: The World’s 30 Largest Exporters

November 29, 2024

Ranked: The World’s 30 Largest Exporters As protectionism continues to rise around the world, global trade flows are adapting. Despite facing a wave of tariffs, China’s goods exports show resilience. In 2023, China’s export volumes neared all-time highs as the price of its manufactured exports fell 10%, on average. Overall, the world’s largest exporter delivered […]

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John Hancock: Weekly Market Recap Week Ended November 22

November 26, 2024

Small-cap surge Rallies on Thursday and Friday for a U.S. small-cap stock benchmark, the Russell 2000, pushed the index to a weekly return of 4.5%—a result that offset the previous week’s 4.0% decline. Even with the earlier setback, the Russell 2000’s month-to-date gain for November was nearly 10% as of Friday’s close, owing in part […]

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First Trust: Don’t Forget The Lags

November 21, 2024

Don’t Forget the Lags In our lifetimes, the best comparison for Trump’s election win is Ronald Reagan’s in 1980. That election, like this one, pitted big spenders and champions of government against tax cutters and critics of government. It is pretty clear that markets approved of both winning campaigns as they were happening. Leading up […]

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Visual Capitalist: U.S. States vs. G7 Countries By GDP Per Capita

November 20, 2024

                                              Ranked: U.S. States vs. G7 Countries by GDP per Capita This graphic charts the GDP per capita of G7 countries against select U.S. states. Why compare states vs G7? By going down […]

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John Hancock: Weekly Market Recap Week Ended November 15

November 19, 2024

Rising yields Yields of U.S. government bonds extended their recent climb, with the yield of the 10-year Treasury closing around 4.44% on Friday after briefly eclipsing the 4.50% level for the first time in more than five months. As recently as mid-September, the yield had been as low as 3.62%.   Inflation’s persistence A monthly […]

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LPL: Markets Gain Clarity As The Election Dust Settles

November 14, 2024

Markets Gain Clarity as the Election Dust Settles Jeff Buchbinder | Chief Equity Strategist Last Updated: November 07, 2024 Additional content provided by John Lohse, CFA, Senior Analyst, Research The 2024 U.S. presidential election has now concluded with Donald Trump emerging victorious over Democratic candidate Kamala Harris. As the dust settles on this hotly contested […]

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Visual Capitalist: The S&P 500 Makes Up 51% Of Global Stock Market Value

November 13, 2024

    The S&P 500 Now Makes Up 51% of Global Stock Market Value This graphic breaks down the global equity market into five major pieces as of Dec. 31, 2023, using data from S&P Dow Jones Indices. It highlights the massive share of market capitalization that is located in the U.S., particularly within the […]

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John Hancock: Weekly Market Recap Week Ended November 8

November 12, 2024

Fed cuts again The U.S. Federal Reserve cut its benchmark rate by a quarter-percentage point, following up on its half-point reduction approved in September. The latest move was widely expected, and stocks and Treasury yields were steady after Thursday’s announcement. Treasury volatility Yields of U.S. government bonds ended slightly down for the week, but only […]

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JP Morgan: Global Asset Allocation Views 4Q 2024

November 7, 2024

In brief Active allocation views These asset class views apply to a 6- to 12-month horizon. Up/down arrows indicate a positive (▲) or negative (▼) change in view since the prior quarterly Strategy Summit. These views should not be construed as a recommended portfolio. This summary of our individual asset class views indicates strength of conviction […]

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LPL: Spooky Volatility Brews As Seasonality Improves

November 6, 2024

Halloween is not the only thing spooking investors right now. Tomorrow’s highly anticipated employment report, a busy week of earnings that includes a handful of the Magnificent Seven names, rising yields as we discussed last week, and of course, next week’s U.S. election are all contributing to building angst in the market — not to […]

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