Even as stock market swings have unsettled clients, they are investing more, not less. At the same time, a recent retreat in stock prices has dinged revenue for advisors.
Technology adoption has accelerated, resulting in unprecedented market change. Investors must separate out the winners as technology transforms the global economy.
U.S. outperformance is at record length but the cycle may be shifting. U.S. equities have outperformed international developed markets stocks since the 2008-2009 global financial crisis, driven in part by the U.S.’s rapid resort to aggressive monetary easing that enabled an earlier economic recovery. As the U.S. economic cycle ages and the Federal Reserve gradually normalizes monetary policy, relative performance could be poised for a change.
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