In our Real Deal Economy quarterly video series Michael Waldron, Heritage Financial’s Director of Portfolio Management, digs into the most recent economic news making headlines and breaks down which data points matter for your investments, and which ones are noise that you can largely ignore.
Breaking the headlines and data down to the real deal is important for investors because all too often the message the data is sending is in contrast to what investors should be doing in their portfolio. Tune in as Michael summarizes the recent data, portfolio allocations, our expectations for equity and bond markets, and how we are strategically positioning portfolios for the future.
- Headwinds for U.S. Equities & The Magnificent 7
- Tailwinds for International Markets
- Fixed Income’s Quiet Power: Stability
- Why a Diversification is Prudent Amid Today’s Uncertainty
