Analysts Corner: 05/21/2024 – Stay Diversified As Markets Diverge

Weekly Market Recap

A look back at the financial markets over the past week and a look ahead at key economic developments this week.

Click to access weekly-market-recap-20240521.pdf

Source: JP Morgan Asset Management


Weekly Macro Recap

A look back at key macroeconomic and geopolitical developments that help us contextualize the current investing landscape.

Click to access weekly-macro-recap-20240521.pdf

Source: Luke Gromen, FFTT


Global Financial Stability Report 2024

Near-term risks to global financial stability have receded as disinflation is entering its last mile but medium-term vulnerabilities are mounting.

Click to access Global-Financial-Stability-Report.pdf

Source: IMF


When Markets Diverge, Opportunities Emerge

Shifting dynamics among global economies and markets present a range of opportunities for multi-asset portfolios.

Click to access When-Markets-Diverge-Opportunities-Emerge.pdf

Source: PIMCO


3 Assets That Might Not Diversify as Well as You Think

Real estate, high-yield bonds, and cryptocurrency don’t always live up to their reputation as portfolio diversifiers.

Click to access 3-Assets-That-Might-Not-Diversify-as-Well-as-You-Think-Morningstar.pdf

Source: Morningstar

Peter Donisanu, ChFC®, AIF®

Peter Donisanu, ChFC®, AIF®, is Chief Wealth & Tax Strategist at Franklin Madison Private Wealth and previously served as a senior investment strategy analyst at Wells Fargo Investment Institute, where he contributed to portfolio guidance for institutional and private wealth clients. He works with high-net-worth retirees and pre-retirees on retirement planning, tax-aware wealth strategies, equity compensation, and sudden wealth preservation, helping clients approach major financial decisions with clarity, confidence, and peace of mind.

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