The Investopedia Express with Caleb Silver

As The Bulls Run Wild, Long-term Investors Stay the Course

Nov 27, 2023

The podcast discusses the current state of the US equity markets, the positive performance of small caps, and the November December Power period. It also covers stock market performance, economic reports, holiday shopping, corporate events, OPEC Plus meeting, and retirement asset management. The speakers explore Americans' concerns about retirement and discuss the significance of target date funds for independent savers. Additionally, they highlight the power of compounding and Arthur Oakland's contributions to economic concepts.

29:07

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Quick takeaways

The US equity markets have seen a strong upward trend in November 2023, with the S&P 500 experiencing the fifth strongest November since 1928, indicating positive market conditions.

Equity exchange traded funds (ETFs) have seen significant inflows in November, with $43 billion being invested, suggesting a bullish sentiment among retail investors.

Deep dives

US equity markets on a four-week gaining streak

The US equity markets have experienced four straight weeks of gains as lower bond yields have supported the stock market. Market breadth has improved and small caps have joined the rally, indicating reduced concerns about an economic slowdown.

Introduction

2min

Performance of Small Caps and November Power Period

5min

Stock market performance, economic reports, holiday shopping, corporate events, OPEC Plus meeting, and retirement asset management

4min

Americans' Concerns and Behavior in the Face of Retirement and Market Changes

2min

The Importance of Target Date Funds for Independent Savers

12min

The Power of Compounding and the Contributions of Arthur Oakland

2min

A four-week run for the stock market has a few strategists calling for a time out, just in time for one of the seasonally strongest two week periods for the market. Amid this year's recovery, and following last year's plunge, retirement investors have mostly maintained their composure, according to Anne Ackerley, the Head of Retirement at Blackrock. She joins The Express to talk about how we have been behaving inside the $8.5 Trillion Asset Managers retirement plans and ETFs, and how those in or nearing retirement need to consider additional asset classes to make their money last.

LINKS FOR SHOW NOTES:

https://www.investopedia.com/terms/r/russell_3000.asp

https://www.bespokepremium.com/interactive/posts/think-big-blog/happy-thanksgiving-2023-ytd-winners

https://sentimentrader.com/company

https://www.blackrock.com/us/individual/biographies/anne-ackerley

https://www.blackrock.com/us/individual/insights/retirement/2023-read-on-retirement-survey

https://www.investopedia.com/terms/o/okunslaw.asp

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