Add “Quality Control” to Client Portfolios

#Lifestyle Wealth

Find Related Resource Information

Markets continue to “melt up,” driven by a handful of mega cap names. Yet does the performance of the broader market show a disconnect with reality? At the tail end of the Fed’s aggressive pace of interest rate hikes, financial conditions are tight, stocks are volatile and corporate earnings vulnerable. All indications point to the importance of increasing exposure to quality stocks that add resiliency and strength to client portfolios amid market stress and uncertainty.  

  • The Fed’s unprecedented pace of rate hikes may be over, but historical data suggests no pivot soon. The impact of high rates will continue to reverberate through the economy and markets for some time. 
  • At the end of market cycles, higher exposure to quality becomes more important. Historical market data shows quality stocks outperform after the Fed ends hiking interest rates. 
  • What defines the quality factor? Among other metrics, stocks with high returns on capital, stable margins, solid balance sheets and reasonable valuations. Quality can also incorporate defensive strategies like dividend growth.
  • Data shows advisors are underweight profitability in client portfolios; they match the broader benchmark in exposure to corporate leverage. Both indicate a potential need to add “quality control.”
  • The quality factor is perhaps even more important in international equities, where data shows a passive approach can expose investors to significant leverage.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Produced by

Sponsored by

Ro code:
iCRMH0823U/S-3062834

Abby Woodham
Director
BlackRock

Abhishek Gupta, CFA
Executive Director, Americas Head of Equity Solutions Research
MSCI

David Armstrong – Moderator
Director of Editorial Strategy and Operations for the Wealth Management Group
WealthManagement.com

https://www.wealthmanagement.com/webinars/add-quality-control-client-portfolios

To Find More Information, Go To Saubio Digital And Look Up Any Topic

Please follow and like us: Share This Post




Take a look at our comprehensive guide to the best and most popular information ebooks and products available today on Detoxing, Colon Cleansing, Weight Loss and Dating and Romance. They are all in one spot, easy to find and compere to make a quick selection for the product that best fits your needs or wants.

So browse through a category and make your  preferred selection and come back here to read  more choice articles and get a few more helpful tips on ways to help your enhancement.



Detoxing Reviews

Best Body Detoxification Guides & reviews





Colon Cleanse Reviews

Best Colon Cleanse Guides & Reviews





Weight Loss Ebook Reviews

Weight loss products really work! Click here





Dating and Romance Ebook Reviews

Looking for Dating Guides? Click here





Free Traffic System - Increase Targeted Website Traffic with Free Unlimited One Way Links

As an Amazon Associate I earn from qualifying purchases. “saubiosaubiosuccess.com is a participant in third party affiliate and advertising programs; The Amazon Services LLC Associates Program, Awin network, and other affiliate advertising programs are designed to provide a means for sites to earn advertising fees and commissions by advertising and linking to products on other sites and on Amazon.com. Amazon and the Amazon logo are trademarks of Amazon.com, Inc, or its affiliates.”

Leave a Reply

Your email address will not be published. Required fields are marked *


Saubio's Recommended Products