Touchstone Investments

We continue to believe that moderating inflation will allow the Fed to ease by year end. This is why we currently have a minimal cash weight, which pushes out our duration. Yet there are plenty of reasons to believe that this result won't translate into meaningful declines in bonds yields across the entire yield curve. For example, the labor market remains resilient supporting growth and has the potential to keep yields higher. https://lnkd.in/grdzRJy2 #FixedIncome #Fed #AssetManagement #TouchstoneInvestments #AssetAllocation

The first half of 2024 delivered little certainty regarding the direction of the economy, inflation, or when the Fed will begin easing. We anticipate that the second half will bring some much-needed clarity to all of these issues. https://lnkd.in/gvuW9XXy #FixedIncome #Fed #AssetManagement #TouchstoneInvestments #AssetAllocation

We’re thrilled to announce that Touchstone’s Securitized Income ETF (TSEC) was selected as a 2024 WealthManagement.com Finalist in both the ETF and Fixed Income Categories. TSEC is a natural extension of Touchstone’s #DistinctivelyActive investment philosophy. Its success would not be possible without our partnership with Fort Washington Investment Advisors, Inc., who provides the specialized expertise needed to potentially achieve returns in today's complex market environment for investors aiming for attractive risk-adjusted returns. Learn more: https://lnkd.in/dgJMPx_m For more information on TSEC click here: https://lnkd.in/gq5WM6FU For award criteria click here: https://lnkd.in/ea9GSpxB #FixedIncome #ETF #Wealthies #WMIA

Home prices are rising as current homeowners are locked into their existing low mortgage rates, while those wanting to buy a home are locked out due to high current mortgage rates. We believe it will take years for these unfavorable supply and demand conditions to normalize. https://lnkd.in/eMffdYuJ #Investing #AssetAllocation #Markets #TouchstoneInvestments

What do #AI, succession planning and optimizing work with the next generation all have in common? They all involve rapid change, which was also the major theme at the Barrons Advisor 100 Summit. In a recent episode of The Whole Truth Podcast, Divisional Vice President at Touchstone Investments Steve Seid, CFA hosted a group of #financialprofessionals to discuss this and other key conversations live from the summit. Listen below to learn more. https://lnkd.in/eZ6XbFyg

On a recent episode of Nasdaq TradeTalks, our own Global Markets Strategist, Crit Thomas, CFA, CAIA, joined Jill Malandrino to discuss how international markets can be attractive for active, highly-selective investors. Alongside Portfolio Manager Diamond Hill Capital, Krishna Mohanraj, and International Equity Portfolio Manager Vontobel Asset Management, David Souccar, the group discussed valuable insights into diversifying your portfolio internationally and how the macro environment will impact investments. Check out the full discussion below: https://lnkd.in/eKMd5kuk #ActiveManagement #Markets #Macro

Allow us to shine a spotlight on one of our experienced sub-advisers, Fort Washington Investment Advisors, Inc. Founded in 1990, the Cincinnati-based firm focuses on fundamental research conducted by equity sector specialists and fixed income industry specialists. Utilizing a disciplined process, Fort Washington provides investment management services for institutions and high net-worth individuals, helping to make our #DistinctivelyActive approach possible. Learn more about Fort Washington and how they actively manage funds below: https://lnkd.in/eTrSNpT6

Elections around the world have created headwinds for country specific currencies and markets, yet overall, since the end of April, the dollar has slightly weakened, and international equities have moved higher. https://lnkd.in/ebZFBZaZ #Investing #StockMarket #Equities #Markets #TouchstoneInvestments #AssetAllocation

In a recent piece from U.S. News & World Report, Tim Smart featured timely insights from Touchstone’s Senior Fixed Income Strategist, Erik Aarts, CIMA®, who shared key perspectives on today’s labor market while discussing consumer inflation. “The labor market remains strong... it’s not giving the Fed a reason to do anything” says Aarts, providing Touchstone’s outlook on how Fed members view the current state of interest rate policy. Read the full article below for more information and timely insights: https://lnkd.in/eYh5fHKT #DistinctivelyActive #ActiveManagement #Inflation

Tim Paulin, CFA has his eye on a few things heading into the second half of the year, including a potential change in Touchstone Investments' subadvisor roster. Read more here ➡ https://lnkd.in/evfGwij5 ✍ by Tania Mitra