What's New In Markets

In our latest strategy update, members of our investment policy committee discuss the new bull market. As we have discussed in previous strategy updates, the new bull market is largely driven by a few mega-cap stocks. Our panel discusses the implications of this on the new market cycle and what opportunities and risks arise from this situation. 

James, Founder–CIO, gives an update on the most recent FOMC meeting, the implications of a rate pause and how Federal Chair Jerome Powell is thinking about inflation. Benjamin Armellini discusses opportunities in foreign markets such as Japan and Europe. Lily Taft, CFA, focuses on the primary driver of this new bull market, AI, and what that means for your portfolio.

We hope you find this most recent video strategy update useful! Please do not hesitate to reach out to you advisor or anyone on our team with questions. Of course, feel free to share this with a friend or family member who may find it helpful. 

Disclosures: Main Street Research LLC (“MSR”) is an SEC registered investment adviser; however, this does not imply any level of skill or training, and no inference of such should be made. The opinions expressed herein are as of the date of publication and are provided for informational purposes only. Content will not be updated after publication and should not be considered current after the publication date. We provide historical content for transparency purposes only. All opinions are subject to change without notice and, due to changes in the market or economic conditions, may not necessarily come to pass. Mention of a security should not be considered a recommendation or solicitation to purchase or sell the security, and any securities mentioned may be held by MSR for client portfolios. The information posted represents an opinion as of the date published and should not be considered an investment recommendation. MSR does not become a fiduciary to any reader or other person or entity by the person’s use of or access to the material. The reader assumes the responsibility of evaluating the merits and risks associated with the use of any information or other content and for any decisions based on such content. Investment disclosure —neither the information nor any opinion expressed herein constitutes a solicitation by main street of the purchase or sale of any securities or other financial instruments nor a recommendation to hold, sell, buy, or own a particular security or sector in your portfolio and do not represent all securities purchased, sold or recommended for client accounts. The listener should not assume that an investment in these securities has been or will be profitable. Individual recommendations are tailored to individual portfolios. Main street client portfolios are managed separately and vary in regard to risk and return dependent upon individual client circumstances. A full list of all securities in the MSR client portfolio is available upon request.

For additional disclosures please see here: important disclosures