Embrace the future of mobility innovation with BNY
Hi, mooers! ![]()
In this live webinar of the 2023 Fund Investment Strategy Conference, we teamed up with BNY Mellon IM to explore the market trends for 2024 and delve into the transformative potential of mobility innovation. Did you catch the live webinar? What key insights did you gain?
If you missed the live webinar, don't worry! We have compiled the essential highlights for you. Let's review the experts' perspectives and unlock investment opportunities in mobility innovation! ![]()
What highlights can we gain from BNY Mellon IM?
1. Fixed income and cash do look attractive as of today on a risk-adjusted basis and there is very little equity premium in the market today. However, throughout history, equities have been the best-performing asset class. Trying to time the market and that rotation from cash to equities is something near impossible to succeed in consistently. By missing the worst 10 days, you will achieve superior returns but who gets this right every time? By missing the best 10 days you will achieve the bottom line. Stay invested and achieve the blue line.
2. Investing in 2024 will be a very different market environment from that between the GFC and 2022. (Slide 3) Higher rates, sticky inflation, geopolitical tensions (de-globalization), What does this mean – We need to be more selective and we need to look for more quality characteristics.
3. Quality in both your equities and fixed-income allocations. Higher rates will mean more defaults and this is already flowing through in HY space. Yields are attractive enough in the IG Credit space where defaults are of little concern.
4. When looking at thematic look for long-term themes, look for themes that will change the way we live forever rather than short-term trends. Mobility Innovation is such a theme in my opinion. With aging populations and more people moving to cities the way we move around will require constant upgrades.
Key to remember Mobility innovation is not just about electric vehicles. EVs could even be considered a short-term trend as what is next after the EV? Hydrogen power perhaps. Mobility innovation is about connectivity to the infrastructure around us, autonomy allowing for 24/7 movement, delivery methods, and much more.
Lastly, we invite you to revisit the entire live webinar once again and discover more investment inspiration for 2024! Tap here to view the replay right now!>>
We'd love to hear your thoughts on the live webinar! What did you learn? Do you have a positive outlook on the future development of mobility innovation? Would you consider investing in related funds to enhance your investment portfolio?
We have prepared 30 points for mooers of all relevant and meaningful comments over 30 words! ![]()
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Don't miss out on this opportunity to share your thoughts with us and win rewards!
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This presentation is strictly for informational and educational purposes and is not a recommendation or endorsement of any particular investment or investment strategy. See this link for more information.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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mr_cashcow : Maybe we could bring back @Moo Earnings guess the hydrogen power stocks to help more mooers discover new hydrogen power companies
I miss guess the stocks posts and hope to see it return
102362254 : I have a positive outlook. Mobility innovation is not only a technological challenge but also a social and economic opportunity for creating a better future for all.
10161187 : I've learned the significance of staying invested for long-term gains, despite market fluctuations. Mobility innovation seems promising due to urbanization and aging populations. Investing in related funds for portfolio enhancement aligns with enduring themes that reshape our lives permanently. The BNY Mellon IM insights emphasize the importance of quality in both equities and fixed-income allocations, especially during times of higher rates and potential geopolitical tensions. Thematic investing in long-term transformative trends like mobility innovation seems prudent, considering its potential to revolutionize how we commute, particularly in urban settings. This outlook encourages a positive stance on the future development of mobility innovation and suggests considering investments aligned with this transformative theme for portfolio growth.
102392341 : Mobility innovation is truly an interesting concept as it does really take into considerations the society issues that we are facing such as aging population and also the normal tasks that we do such as connectivity.