Navigate by the Stars, But Steer Into the Swell | Q1 2026 Economic Review скачать в хорошем качестве

Navigate by the Stars, But Steer Into the Swell | Q1 2026 Economic Review

2026 Strategic Asset Allocation Update | FourThought Private Wealth In this in-depth webinar, Scott Pinkerton and Jake McFarland break down FourThought’s 2026 strategic asset allocation and the global forces shaping it. Markets are near highs. Technology dominates the index. Inflation is sticky. The dollar may be weakening. AI is reshaping capital spending at historic levels. So what should long-term investors do? In this conversation, we explore: The “Stars” — our long-term strategic allocation framework The “Swells” — tactical positioning amid valuations, inflation, and dollar trends The “Tsunamis” — black swan risks, AI capex, geopolitics, and systemic shocks We discuss why asset allocation drives long-term returns, how earnings growth supports today’s valuations, why we increased international exposure, and how to prepare portfolios for volatility without reacting emotionally. If you’re a client, this session explains how we’re positioning portfolios for 2026. If you’re an investor, this provides a disciplined framework for thinking long-term while navigating short-term uncertainty. As always, this discussion is educational in nature and not individualized investment advice. For a portfolio review, contact a FourThought planner today. 00:00 – Welcome: “Navigate by the Stars, But Steer Into the Swell” 05:00 – Investing Philosophy: Behavioral Finance & Black Swans 07:00 – The Framework: Stars, Swells, and Tsunamis 10:00 – Why Asset Allocation Drives Returns 17:40 – 2026 Allocation Changes (International, Inflation Protection, Alternatives) 23:40 – From Globalization to Economic Nationalism 29:40 – Inflation, Central Banks & Dollar Dynamics 36:00 – Market Valuations, Earnings Growth & Tech Concentration 52:30 – Dollar Weakness & The Case for International Stocks 59:00 – Tsunami Risks: AI Capex, Power Demand & Geopolitics 1:10:15 – Portfolio Positioning: Overweight Equities, Underweight Bonds 1:13:00 – Q&A: Tech Volatility, Risk Management & Gold The material presented is for informational purposes only and not meant to be a recommendation or solicitation to buy or sell any security. FourThought Private Wealth is an investment advisory firm registered with the Securities and Exchange Commission ("SEC"). SEC registration does not imply a certain level of skill and or expertise.