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.





