The Great Market Rotation: Is It For Real?

When asked about the prognosis for markets, American financier J. P. Morgan once famously quipped, "they will fluctuate".   That statement is not meant to be dismissive of recent market volatility: the first half of 2024 has faced a long list of new realities from an AI fervour to contentious global elections. But, today more than ever, wealth accumulation demands a focus on fundamentals and looking beyond recent hype. Currently, there are historic opportunities to pivot into new investment themes as markets find a new footing and fresh macroeconomic trends emerge.   In this discussion, Rob Duncan, Senior Vice President, Portfolio Manager & Lead ESG Officer, sits down with Forstrong Portfolio Manager, Terry Shaunessy, to explore where investors might be succumbing to market exuberance and identifying strategies to navigate volatility while achieving their financial objectives.   Disclosures: https://forstrong.com/disclosures/   Global Thinking Podcast Forstrong Insights Forstrong Dashboard: Gone Till November 5 Minute Macro: Is the Trump Trade On? Ask Forstrong: AI Reality Check Forstrong Quarterly Rebalance Q3 2024 Ask Forstrong: A Postcard from Mexico 5 Minute Macro: Election Waves and Market Moves Forstrong Dashboard: Metals Rockin' Out Ask Forstrong: Emerging Markets, The Bull is Back Forstrong Dashboard: Feeling EM Boldened Ask Forstrong: A Broadening Bull Market? Forstrong Dashboard: Breaking Breadth Forstrong 5 Minute Macro: A Broadening Bull Market? Forstrong Rebalance Summary: Q2 2024 Invest in Forstrong ETFs