Touchstone Investments’ Post

When looking at sub-investment grade fixed income opportunities, our sub-adviser Ares Management Corporation has a dedicated global liquid credit team of 50 investment professionals with an average of 24+ years of experience in senior leadership. Christopher Mathewson highlights how Ares’ teams are strategically structured to help them drive alpha across investment strategies. #FixedIncome #DistinctivelyActive #ActiveManagement

This month, we take a more detailed look at the Japanese yen as it has fallen below what many believe to be an important threshold. We also consider the implications of recent elections in Europe. https://lnkd.in/ebZFBZaZ #Investing #StockMarket #Equities #Markets #TouchstoneInvestments #AssetAllocation

Our #DistinctivelyActive investment approach includes adapting to evolving market opportunities and considering adviser preferences. Recently, our Senior Vice President of Investments and Product Strategy, Tim Paulin, CFA, shared insights with Tania Mitra from Citywire USA about Touchstone's increased focus on active ETFs and international equity funds. He emphasized that launching ETF versions of existing mutual funds will be important for the future. Discover more about our innovative investment approach for the second half of this year. https://lnkd.in/e6GdMZXQ #ETFs #InternationalEquityFunds #ActiveManagement

Referral guru Stacey Brown Randall joined the Whole Truth Podcast, where she explained how relationship building can help generate and ultimately convert leads. Listen below to learn more about identifying referable moments and how to secure them. https://lnkd.in/dUPH8CsQ

Market leadership has been very narrow with just 5 stocks accounting for 60% of the S&P 500 total return year-to-date. We believe that during the second half of this year, the Fed will be moving in a direction that will likely be favorable for the broader market, not just a few stocks. https://lnkd.in/gkfpPvPZ #Investing #StockMarket #Equities #Markets #TouchstoneInvestments #AssetAllocation

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