2018 BFG Q2 Webinar Equity Market Divergence with Tariff Headlines - - PowerPoint PPT Presentation

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Mar 10, 2023 244 likes •519 views

2018 BFG Q2 Webinar Equity Market Divergence with Tariff Headlines 2nd Quarter Market Recap 2 nd Quarter Divergence 2 nd QTR YTD 2017 Stock Markets Domestic Large Cap Equity Index 1 3.43% 2.65% 21.83% Domestic Small Cap Equity

SLIDE 1

2018 – BFG Q2 Webinar

“Equity Market Divergence with Tariff Headlines”

SLIDE 2

2nd Quarter Market Recap

SLIDE 3

2nd Quarter Divergence

Stock Markets

2nd QTR YTD 2017 Domestic Large Cap Equity Index 1 3.43% 2.65% 21.83% Domestic Small Cap Equity Index 2 7.75% 7.66% 14.65% International Developed Equity Index 3

1.07%
2.75%

25.03% International Emerging Market Equity Index 4

7.96%
6.66%

37.28% Bond & Commodity Markets 2nd QTR YTD 2017 U.S. Bonds Index 5

0.16%
1.62%

3.54% Commodity Index6 0.40% 0.00% 1.70%

1 S&P 500 Index, 2 Russell 2000 Index, 3 MSCI EAFE Index, 4 MSCI Emerging Markets Index, 5 Barclays Capital U.S. Aggregate Bond Index, 6 Bloomberg Commodity Index

SLIDE 4

BFG Portfolio Tactical Positions

Overweights Underweight Equities Bonds U.S. Equities International Equities Technology Utilities Financials Telecom Healthcare & Biotech Consumer Staples Online Retailers Value Small Caps Growth

SLIDE 5

Trade Wars Heating Up

SLIDE 6

Trade War – Less at Risk

SLIDE 7

Trade War – Most at Risk

SLIDE 8

Global Trade Being Impacted

SLIDE 9

Impact of the Fed Raising Interest Rates

SLIDE 10

The Yield Curving Flattening over the Past 5 years

SLIDE 11

When to worry about a Flattening Yield Curve

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What’s Driving the Flatter Yield Curve

SLIDE 13

The Role of Fixed Income

SLIDE 14

Is The Bull Market in Place

SLIDE 15

Valuations Remain Reasonable

SLIDE 16

GDP Growth on the Rise

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Wage Growth Usually Hits 4% before Downturn

SLIDE 18

Strong Consumer Demand

SLIDE 19

U.S. Growth Not Driven by Buybacks

SLIDE 20

Global Equity Valuations Look Good

SLIDE 21

Earnings on the Rise

SLIDE 22

Foreign Equities & Currency Impact

SLIDE 23

Foreign Equities & Currency Impact

SLIDE 24

Global Equity Considerations

SLIDE 25

Global Equity Considerations

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Disclosure

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy,

r product (including the investments and/or investment strategies recommended or

undertaken by Bouchey Financial Group, Ltd.), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Bouchey Financial Group, Ltd.. Please remember to contact Bouchey Financial Group, Ltd., in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. Bouchey Financial Group, Ltd. is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. A copy of the Bouchey Financial Group, Ltd.’s current written disclosure statement discussing our advisory services and fees is available for review upon request.

SLIDE 27

Q & A

Follow-up Questions please contact us at: Office Phone: 518-720-3333 Email Contact: planningpaysoff@Bouchey.com