Johnson Asset Management

In our latest Equity iQ, Bryan Andress, CFA and Landon Peterson examine the relationship between interest rates and equity valuation. By dissecting changes in the stock market P/E multiple, their analysis identifies the impact of interest rates while also shedding light on how other factors have influenced equity valuations in recent years. Read our latest Equity iQ: https://lnkd.in/ecraCuDD

Over the last six months, there has been a notable divergence between the “Establishment” and “Household” employment surveys – two important measures of labor market health. In our latest Bond iQ, Kristen Rettig, CFA summarizes these differences and explains that recent data suggests revisions may play a key role in the future alignment of these two labor market estimates.  Read our latest Bond iQ here: https://lnkd.in/eY6KhkeC

Chief Investment Officer Charles Rinehart, CFA, CAIA had the opportunity to talk to Aaron Tilley at the Wall Street Journal about Apple’s Worldwide Developers Conference, where the company is expected to announce new artificial intelligence features. Charles noted that given the strict competition, it is important for Apple to start showing progress in the AI space. View the full Wall Street Journal article here: https://lnkd.in/earvVBVh #WSJ #WallStreetJournal #Apple #AppleWorldwideDevelopersConference #AppleDevelopersConference #DevelopersConference #AppleWorldwideDevelopersConference2024 #Economy #JohnsonAssetManagement Disclaimer: Johnson Asset Management cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.

We are thrilled to welcome Michael Murphy, CFP® to the team as our new Director of Intermediaries & Client Services. We are excited about the expertise and fresh perspective he brings to our team, and we look forward to accomplishing great success together. 

Congratulations Landon Peterson on your recent promotion to Portfolio Analyst. Your knowledge and dedication are a true value add to our team.

Fred Brink, CFA, CFP®, Emily Fox, CAIA and Landon Peterson recently attended the 6th Annual FEG Hockey Classic. This great event raises funds benefitting the Cincinnati IceBreakers. This local non-profit and adaptive sled hockey program gives individuals with physical disabilities the chance to compete in organized hockey games. The event raised over $50,000 this year! Thank you FEG Investment Advisors for hosting such a fun event for such a great cause! Learn more about the IceBreakers organization here: https://lnkd.in/gyss6kkR

While cash has been a beneficial allocation for lower-risk assets in recent years, with the Fed now openly communicating about the timing for potential rate cuts, this dynamic may soon change. In our most recent Bond iQ, Brandon Zureick, CFA and Landon Peterson suggest that investors holding excess cash in portfolios should consider moving into short duration fixed income and demonstrate the value it can add over time.  Read our latest Bond iQ: https://lnkd.in/evmRTEJt

In a recent Asset TV U.S. Masterclass, Brandon Zureick, CFA offered perspective on risks and opportunities in Fixed Income markets. Along with Brian Kennedy of Loomis, Sayles & Company, the conversation covered treasury issuance trends, the current environment in credit markets, the growth of Private Credit, as well as themes that could impact inflation and interest rates going forward. https://lnkd.in/eH853Ztn #JohnsonAssetManagement #InterestRates #FixedIncome #AssetTV Disclaimer: Johnson Asset Management cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise. 

We’re hiring! Johnson Asset Management is seeking a Director of Intermediaries & Client Service. This position will be responsible for building the firm’s intermediary relationships and assets under management with a primary wholesaling focus on RIAs. In this role, you will determine the needs of each unique partner within the intermediary marketspace and develop marketing materials and campaigns for investment professionals. Learn more and apply here:  https://bit.ly/3uOp7yk #hiring #JohnsonAssetManagement

Emily Fox, CAIA, enjoyed a great night with her fellow AIMSE members at the AIMSE Chicago Night at the Rink at the Blackhawks vs. Vancouver Canucks game.