MLD Market Update – July 2024

Join Chad Larson, Senior Portfolio Manager, as he gives his thoughts on the market for July 2024.

Podcast Episode Synopsis: Money Matters 2024

Hey everyone, it’s Chad Larson from MLD Wealth, and I’m excited to bring you the latest episode of “Money Matters 2024.” In this episode, I dive into a wide range of topics related to investments, market trends, and economic developments.

I start off by emphasizing the importance of reviewing our investment strategies and staying anchored to our core thesis. I discuss how we invest capital into the future based on risk profiles and ongoing market dynamics, highlighting the various factors that influence investment outcomes.

Throughout the episode, I touch on the performance of the markets year-to-date, noting the strong performance of portfolios and the success of our positioning strategies. I also address the impact of geopolitical conflicts, economic uncertainty, and policy decisions on investment decisions.

I delve into the performance of different sectors and geographies, emphasizing the timely nature of our allocations and the potential opportunities in the market. I discuss the significance of behavioral aspects in managing capital and the importance of implementing strategies effectively.

As I analyze the current market landscape, I provide insights into the upcoming U.S. election and its potential impact on market volatility. I also discuss the performance of key sectors such as technology, communication services, and energy, highlighting opportunities for growth and diversification.

Furthermore, I explore the implications of inflation rates, interest rates, and currency movements on investment decisions. I touch on the healthcare sector, consumer discretionary spending, and real estate trends, offering a comprehensive overview of the market dynamics.

Towards the end of the episode, I share updates on our latest initiatives, including the launch of the Alterna private income portfolio and enhancements to our web platform for clients. I also outline our criteria for working with clients and emphasize the importance of alignment in values and goals.

In conclusion, I express my commitment to delivering best-in-class results for our clients and invite listeners to reach out for further discussions or inquiries. I wish everyone a fantastic July and encourage them to enjoy the summer season. Thank you for tuning in, and I look forward to connecting with you all soon.