From the desks of Stanley Katz & Lauren Madera
HAPPY FATHER’S DAY TO ALL THE FATHERS, CAREGIVERS, AND FATHER FIGURES! YOUR LOVE AND GUIDANCE MAKE A LASTING IMPACT.
The three major U.S. stock market indices posted modest declines this week (i.e., DJIA: -1.49%, S&P 500: -0.39%, Nasdaq: -0.63%), marking a pause in the recent recovery that brought markets near year-opening levels. First Trust shared a timely perspective given the ongoing tensions between Israel and Iran. Their analysis, linked below, covers market performance during major wars and crises spanning the 1920s through today. Despite the emotional weight that geopolitical conflict triggers, markets seem to have developed an impressive ability to navigate turbulence and find their way back on course. Initial volatility is common but so is recovery back to the long-term upward trajectory.
Capital Group strategists released an optimistic outlook, emphasizing that current market dynamics reflect broader investment rotation rather than fundamental concerns. Their analysis highlights multinational companies that continue to benefit from diversified global operations. In fact, for companies with strong supply chain flexibility, recent trade developments have created new opportunities. Capital Group notes, “Many multinationals are developing a ‘multi-local’ approach to business, moving closer to customers.” With strong leadership, these companies are proving quite adept at turning challenges into competitive advantages through creative problem-solving.
Below are links to a number of third-party research reports that we have read and analyzed over the past week. We hope you will find the information interesting, useful, and worthwhile.
First Trust:
Capital Group:
Invesco:
Argus:
Schwab:
Stanley Katz & Lauren Madera, Financial Advisors
ClientFirst Financial Strategies, Inc.
937-293-5500
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