Balance is a key investment principle. Diversity of style, geography, and asset class in a portfolio can help ease volatility while retaining growth potential.
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Human creativity, ingenuity, and resiliency have led to remarkable advancements, dramatically improving the human condition around the world.
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It’s natural to want to do something to protect our portfolios from loss. However, we need to view the current crises through the lens of history.
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Investors acting out of fear or greed have tended to make bad decisions at inopportune times. Having a plan and sticking to it has tended to be a better approach.
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The herd is often wrong. From the tech boom to the so-called fear trade to the COVID-19 outbreak, following the herd would’ve led to suboptimal results.
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Stock market indexes have tended to advance over long periods. If you believe the world will continue to improve, you should expect markets to trend upward.
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It’s hard to always get the market entry point right, but long-term investors have often been rewarded for putting money to work.
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The market comes with few guarantees. Investing in something simply because someone else recently made money in it often leads to a bad outcome.
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The federal government has accumulated debt — the sum of its annual deficits — for much of its existence.
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Bitcoin and other cryptocurrencies are electronic-only money that acts as a digital store of value with diversification potential for many investors.
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Many investors use options — a financial instrument that conveys the right to buy or sell an asset — for the potential benefits they bring a portfolio.
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Stablecoins are fungible assets issued on a blockchain — effectively uninsured deposit accounts — whose value is pegged to a benchmark, such as the dollar.
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Stocks have built wealth over time, but broad market corrections often happen. Volatility is a cost of participating in the market’s long-term advance.
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Money can make money. Compounding is earning interest on interest already paid. For an investment portfolio, compounding is generating returns on returns.
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Investing comes with volatility. Historically, to reap market returns, investors have had to be willing to ride out the inevitable down markets.
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Once you spend your money, you can’t use it for something else. When considering a purchase, recognize that you’re giving up the chance for that money to grow.
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Money can grow through investing. Delaying an investment is losing an opportunity for that money to grow.
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Compound interest can work against you. A credit card purchase is a loan with interest and penalties that can add up if not paid back in full.
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Saving and investing options are unique and can vary widely by risk profile and expected return.
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The scale of economic and market disruption will ultimately depend on the length and severity of the conflict.
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From commodities to utilities to health care, the AI value chain may present many investment opportunities.
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Artificial intelligence (AI)-related stocks have been primarily driving market performance, suggesting that the rally is a bubble about to burst.
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Gold, a diversifying force and traditional store of value with little inherent usefulness, has seen its price soar in recent years.
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The dropping dollar elevated non-US assets from 1985 to 1995 and from 2002 to 2011 suggesting global diversification could help grow a portfolio.
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New tariffs on foreign goods could spark lasting inflation and dampen economic activity.
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A connection exists between the stock market and recessions, but predicting market performance during the next recession can be difficult.
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Long periods of policy uncertainty can make markets more volatile, but past shutdowns have generally resolved quickly with little market impact.
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Military conflicts will test investors’ resolve to stick to their investment plan. But history suggests they haven’t derailed the market's long-term advance.
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Investors may think the stock market does better under a certain party. But presidential elections haven’t historically affected the market over the long term.
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Tariffs can create an environment of uncertainty where the conditions are right for stagflation.
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Financial, economic, and geopolitical events are inevitable, but an investor’s response can cause the greatest harm.
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The dollar, unrivaled in the global economy, has been supported by deep financial markets and the world’s oldest democracy, unlike possible alternatives.
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Prior Federal Reserve (Fed) easing cycles, when the economy avoided recession, have helped stocks, corporate bonds, and municipals.
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While markets may be volatile in an election year, generally, investors who’ve continued their long-term plan have historically benefitted.
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While private markets share some similarities with public markets, there are important differences to understand before adding them to your portfolio.
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A wider range of investors are exploring private markets as the barriers to entry fall.
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There are many reasons for investors to consider private markets, including enhanced returns, improved income, and diversification.
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Private markets — similar to public markets — include asset classes such as debt, equity, and real assets.
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Discuss universal principles such as consistency, courage, and balance.
Balance is a key investment principle. Diversity of style, geography, and asset class in a portfolio can help ease volatility while retaining growth potential.
View conversation (PDF)
The federal government has accumulated debt — the sum of its annual deficits — for much of its existence.
View conversation (PDF)
Human creativity, ingenuity, and resiliency have led to remarkable advancements, dramatically improving the human condition around the world.
View conversation (PDF)
It’s natural to want to do something to protect our portfolios from loss. However, we need to view the current crises through the lens of history.
View conversation (PDF)
Investors acting out of fear or greed have tended to make bad decisions at inopportune times. Having a plan and sticking to it has tended to be better.
View conversation (PDF)
The herd is often wrong. From the tech boom to the so-called fear trade to the COVID-19 outbreak, following the herd would’ve led to suboptimal results.
View conversation (PDF)
Stock market indexes have tended to advance over long periods. If you believe the world will continue to improve, you should expect markets to trend upward.
View conversation (PDF)
It’s hard to always get the market entry point right, but long-term investors have often been rewarded for putting money to work.
View conversation (PDF)
The market comes with few guarantees. Investing in something simply because someone else recently made money in it often leads to a bad outcome.
View conversation (PDF)
Explain the basics of accumulating, protecting, and distributing wealth.
Saving and investing options are unique and can vary widely by risk profile and expected return.
View conversation (PDF)
Stocks have built wealth over time, but broad market corrections often happen. Volatility is a cost of participating in the market’s long-term advance.
View conversation (PDF)
Money can make money. Compounding is earning interest on interest already paid. For an investment portfolio, compounding is generating returns on returns.
View conversation (PDF)
Investing comes with volatility. Historically, to reap market returns, investors have had to be willing to ride out the inevitable down markets.
View conversation (PDF)
Once you spend your money, you can’t use it for something else. When considering a purchase, recognize that you’re giving up the chance for that money to grow.
View conversation (PDF)
Money can grow through investing. Delaying an investment is losing an opportunity for that money to grow.
View conversation (PDF)
Compound interest can work against you. A credit card purchase is a loan with interest and penalties that can add up if not paid back in full.
View conversation (PDF)
Start investing at a young age. History suggests that the longer you have your money invested, the less you’ll need to contribute later.
View conversation (PDF)
Defuse concerns about current events impacting the markets.
While markets may be volatile in an election year, generally, investors who’ve continued their long-term plan have historically benefitted.
View conversation (PDF)
The scale of economic and market disruption will ultimately depend on the length and severity of the conflict.
View conversation (PDF)
From commodities to utilities to health care, the AI value chain may present many investment opportunities.
View conversation (PDF)
Artificial intelligence (AI)-related stocks have been primarily driving market performance, suggesting that the rally is a bubble about to burst.
View conversation (PDF)
Prior Federal Reserve (Fed) easing cycles, when the economy avoided recession, have helped stocks, corporate bonds, and municipals.
View conversation (PDF)
Gold, a diversifying force and traditional store of value with little inherent usefulness, has seen its price soar in recent years.
View conversation (PDF)
The dropping dollar elevated non-US assets from 1985 to 1995 and from 2002 to 2011 suggesting global diversification could help grow a portfolio.
View conversation (PDF)
The dollar, unrivaled in the global economy, has been supported by deep financial markets and the world’s oldest democracy, unlike possible alternatives.
View conversation (PDF)
Financial, economic, and geopolitical events are inevitable, but an investor’s response can cause the greatest harm.
View conversation (PDF)
Tariffs can create an environment of uncertainty where the conditions are right for stagflation.
View conversation (PDF)
New tariffs on foreign goods could spark lasting inflation and dampen economic activity.
View conversation (PDF)
A connection exists between the stock market and recessions, but predicting market performance during the next recession can be difficult.
View conversation (PDF)
Long periods of policy uncertainty can make markets more volatile, but past shutdowns have generally resolved quickly with little market impact.
View conversation (PDF)
Military conflicts will test investors’ resolve to stick to their investment plan. But history suggests they haven’t derailed the market's long-term advance.
View conversation (PDF)
Investors may think the stock market does better under a certain party. But presidential elections haven’t historically affected the market over the long term.
View conversation (PDF)
Examine the unique opportunities in this growing investment category.
While private markets share some similarities with public markets, there are important differences to understand before adding them to your portfolio.
View conversation (PDF)
A wider range of investors are exploring private markets as the barriers to entry fall.
View conversation (PDF)
Private markets — similar to public markets — include asset classes such as debt, equity, and real assets.
View conversation (PDF)
There are many reasons for investors to consider private markets, including enhanced returns, improved income, and diversification.
View conversation (PDF)
Explain the various investments used to build a portfolio.
Stablecoins are fungible assets issued on a blockchain — effectively uninsured deposit accounts — whose value is pegged to a benchmark, such as the dollar.
View conversation (PDF)
Bitcoin and other cryptocurrencies are electronic-only money that acts as a digital store of value with diversification potential for many investors.
View conversation (PDF)
Many investors use options — a financial instrument that conveys the right to buy or sell an asset — for the potential benefits they bring a portfolio.
View conversation (PDF)
Important information
NA4660610
Invesco Global Consulting programs are for illustrative, informational and educational purposes. We make no guarantee that participation in any programs or utilization of their content will result in increased business for any financial professional.
Some products offered via affiliates of Invesco Distributors, Inc.
An investment in options involves risk and may not be suitable for all investors.
Investments in Private Market Funds involve high risks, including uncertain distributions, illiquidity, and potential total loss of investment. These funds are not suitable for all investors.
The opinions expressed are those of the author and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.
All data created by Invesco unless otherwise noted.
Note: Not all products, materials or services available at all firms. Financial professionals should contact their home offices.
