Investors who believe that equity markets are currently overextended may consider adding defined outcome strategies to their portfolio, which aim to provide capital appreciation up to a capped level while offering the added benefit of buffering downside moves.
Strategies
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The clean energy transition is gaining momentum, with governments around the world implementing policies to boost energy security and mitigate climate change. However, the growth of clean technologies must accelerate even more to stay on track for net-zero emissions and 1.5°C pathways. With significant investment opportunities available, the outlook for clean technologies and related industries appears promising.
The industrial sector has lagged the S&P 500 index by roughly -720 basis points this year as of May 16, 2023, driven by weakness in machinery, aerospace, and defense stocks.
The 'Sell in May' strategy is also referred to as the 'Halloween indicator' due to the tendency of stock market returns to improve after Halloween.
REIT companies are mandated by law to pay out at least 90% of their taxable income as dividends. You must be careful as the key term here is taxable income. The crucial questions to consider when evaluating a REIT are what are the assets they own, how much cash flow the assets produce, and why do I want to own these assets for the long term?
The Fed's recent actions have led to a reevaluation of what it means to 'fight the Fed,' and it's crucial for investors to understand the difference between a trading opportunity and an investable rally.
Investors who prioritize ethical factors when evaluating potential investments can benefit from a portfolio that outperforms the market. At Interactive Advisors, we believe that Ethical Leadership as a factor that drives returns is here to stay, and our Ethical Leadership Portfolio has shown superior returns since its inception in 2020.
The adoption of renewable energy is accelerating, particularly wind and solar power, as governments and corporations ramp up decarbonization efforts to minimize the impacts of climate change.
The survey, conducted by Global X Research in February 2023, aimed to gauge consumer sentiment on generative AI, its impact on the job market, and its coexistence with humans.
Developing a strategy and taking control of your financial future can help you avoid the costs of procrastination and achieve your goals.
The recent passage of SECURE Act 2.0 has significant implications for retirement planning. With the age for taking RMDs increasing to 73, individuals turning 73 in 2023 may want to reassess their approach. As more details emerge, it's essential to consult a financial advisor or tax professional for personalized guidance.