Midyear Market Checkup: Navigating Uncertainty with Keith Lanton
06/26/23 • 33 min
June 26, 2023 | Season 5, Episode 21
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, hosted by Keith Lanton, the focus is on conducting a midyear checkup or reassessment of your portfolio in light of the approaching halfway point of the year. The episode begins with a discussion on recent events in Russia and their potential impact on financial markets. The uncertainty surrounding the situation is reflected in rising bond prices and a modest increase in oil prices. The episode emphasizes the importance of considering personal factors such as health, income changes, significant life events, and planned expenditures when evaluating the need for portfolio adjustments.
Keith Lanton then delves into the bullish and bearish outlooks for the US economy and equity markets, acknowledging the polarizing views in the investment landscape. He presents a list of positive factors, including the record amount of cash on the sidelines, the strength of the US military and economy, decreasing inflation, low corporate default rates, and various positive developments in manufacturing and infrastructure investment. On the other hand, he also highlights concerns such as potential interest rate hikes, market performance, technological advancements affecting jobs, political polarization, geopolitical tensions, and the state of the banking system.
For those considering adjustments to their investment portfolios, Keith Lanton suggests a variety of options. While remaining invested in equities at an appropriate percentage, he points out the opportunities in the fixed income market. Short-term treasuries, municipal bonds, and mortgage-backed securities offer attractive yields, providing stability and income potential. He also mentions the option of outsourcing fixed income asset allocation to quality managers.
Overall, the episode encourages listeners to carefully evaluate their financial plans and strategies, taking into account personal circumstances and weighing the bullish and bearish factors in the current investment environment.
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern
June 26, 2023 | Season 5, Episode 21
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
In this episode, hosted by Keith Lanton, the focus is on conducting a midyear checkup or reassessment of your portfolio in light of the approaching halfway point of the year. The episode begins with a discussion on recent events in Russia and their potential impact on financial markets. The uncertainty surrounding the situation is reflected in rising bond prices and a modest increase in oil prices. The episode emphasizes the importance of considering personal factors such as health, income changes, significant life events, and planned expenditures when evaluating the need for portfolio adjustments.
Keith Lanton then delves into the bullish and bearish outlooks for the US economy and equity markets, acknowledging the polarizing views in the investment landscape. He presents a list of positive factors, including the record amount of cash on the sidelines, the strength of the US military and economy, decreasing inflation, low corporate default rates, and various positive developments in manufacturing and infrastructure investment. On the other hand, he also highlights concerns such as potential interest rate hikes, market performance, technological advancements affecting jobs, political polarization, geopolitical tensions, and the state of the banking system.
For those considering adjustments to their investment portfolios, Keith Lanton suggests a variety of options. While remaining invested in equities at an appropriate percentage, he points out the opportunities in the fixed income market. Short-term treasuries, municipal bonds, and mortgage-backed securities offer attractive yields, providing stability and income potential. He also mentions the option of outsourcing fixed income asset allocation to quality managers.
Overall, the episode encourages listeners to carefully evaluate their financial plans and strategies, taking into account personal circumstances and weighing the bullish and bearish factors in the current investment environment.
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern
Previous Episode
Climbing A Wall Of Worry - Now The Fun Begins?
June 12, 2023 | Season 5, Episode 20
"Enlightenment" - A Herold & Lantern Investments Podcast featuring Mr. Keith Lanton, President.
Join Keith in this captivating episode as he delves into the intriguing world of the recent market rally, exploring its implications in the face of numerous concerns. Drawing inspiration from the insightful stories featured in Barron's and the buzzing stocks that are making waves, Keith brings you an engaging discussion that will leave you informed and inspired. The episode's title takes a nod from Barron's compelling cover story, which captured attention throughout the week. Additionally, brace yourself for an enlightening conversation as Brad Harris joins Keith to provide expert insights on the ever-evolving bond market. Tune in now for an enriching experience!
We hope you enjoy the show and please share it with friends, family, and colleagues. For press interviews, please call 631-454-2000
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern
Next Episode
Economic Data Unmasked: Insights into Market Expectations and Reactions
July 10, 2023 | Season 5, Episode 22
Ever wondered why good economic news sometimes makes the market drop? This week we're slicing through the complexities of market reactions to economic data, starting with last week's ADP report that showed a surge in private payrolls. The market's response? Pricing in a higher probability of the Federal Reserve raising interest rates. We dissect this financial paradox and discuss the potential implications on the money supply. Trust us, understanding the current market environment when interpreting news is crucial.
As we navigate through the mixed stock futures market, we touch on the impending inflation and earnings reports. From China's CPI and PPI data to the bond market and individual stocks like Nvidia, Tesla, and Helen of Troy, we've got you covered. And let's not forget the geopolitical happenings - Yellen's China trip, Biden's statement on Ukraine and NATO, and the Dutch government's coalition collapse. With Q2 earnings season around the corner, we're simmering over the potential effects of the ADP and BLS job reports on the Fed's future moves.
And the analysis doesn't stop there. We're putting the S&P 500, Walmart, and the pharmaceutical industry under the microscope. With interest rates on the rise, how do the capitalization-weighted S&P 500 Index and the equally-weighted index compare? And how about Walmart's growing retail tech capabilities - do they give it a strategic edge over Amazon? Wrapping up with a deep dive into the pharmaceutical industry, we tie it all back to the importance of understanding the current market landscape for making informed investment decisions. Buckle up for an enlightening journey into the financial markets.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern
Enlightenment - A Herold & Lantern Investments Podcast - Midyear Market Checkup: Navigating Uncertainty with Keith Lanton
Transcript
Good morning. Today is Monday, June 26th. Last Monday of the first half of 2023. So one of the things we're gonna do this morning as we approach the halfway point of the year already, is we're gonna discuss financial markets, and we're gonna discuss what you may want to do as a midyear checkup or reassessment of your portfolio. And that will depend upon your long-term strategy and what's taken place for you personally so far this year. Getting started this morning, gonna talk about events that
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