Introduction:
Jonathan Launder, an Investment Specialist at Continuum Consulting Group (www.ccgadvisors.com), recently gave a presentation on the financial markets at The Financial Executives Networking Group. With his experience in financial planning, portfolio management, retirement plans, and futures market analysis, he provided valuable insights to the Los Angeles (Orange County), CA Chapter of The FENG.
Presentation Points:
- Resilience of the US Economy: Launder discussed the robustness of the US economy even in the face of interest rate hikes. His focus on positive growth trends underscored the strength and resilience of the nation’s financial system.
- Market Outlook and Volatility: Launder shared his views on the volatility of the markets, the rotation of market leaders, and the significance of keenly observing economic data for investment decisions.
- Asset Class Sentiment: He emphasized a preference for technology, growth-oriented stocks, and large-cap US companies, shedding light on Continuum Consulting’s house convictions.
- Balancing Growth vs. Value Factor: In the ever-present tug of war between growth stocks and value opportunities, Launder voiced his strategy of overweighting growth stocks without neglecting value opportunities.
- Navigating Fed Rate Cuts: Launder navigated the impact of Fed rate cuts, focusing on historical data showing comparatively positive market performance in a non-recessionary environment and predicting future market trends related to these rate cuts.
- Staying Steadfast During Elections: Launder emphasized the need to keep an unwavering focus on the economic fundamentals instead of political outcomes during election cycles.
Questions and Answers:
Some intriguing questions revolving around the revision of non-farm payrolls data, asset class sentiment changes, manufacturing trends, and asset allocation for retirees sprouted from the audience. Launder navigated these queries with insightful responses, underlining the importance of analyzing trends over time, understanding the shift in the US economy, and maintaining a balanced investment approach.
Conclusion:
In essence, the presentation by Jonathan Launder offered a treasure trove of insights for navigating financial markets amidst economic uncertainties and election cycles. His strategic perspectives and knowledgeable insights greatly benefitted the audience and provided a comprehensive understanding of current market dynamics and investment strategies. A round of gratitude to Jon Launder for his substantial contributions and unwavering thought leadership to the financial community.
About Jonathan Launder
Jon Launder joined Continuum Consulting Group in May 2022 as an investment specialist. His main responsibility is developing and implementing the firm’s investment and portfolio management strategy. Prior to joining Continuum, Jon worked for advisory firms in Wisconsin and Arizona and brings with him a broad range of experience in financial planning, portfolio management and ERISA-based retirement plans. In addition to having experience in client facing and investment management roles, Jon earned his CERTIFIED FINANCIAL PLANNER™ professional certification in 2018. His biggest fulfillment is serving others by helping them identify and achieve success in their personal and financial goals.
Jon is married to his wife Emma and has a daughter, Julia, born this year. Outside of work he enjoys spending time with family, traveling, getting outdoors and exercising. Jon’s education & licensing include:
- Bachelor of Business Administration in Finance, University of Wisconsin-Milwaukee
- CERTIFIED FINANCIAL PLANNER™ Professional Certification (CFP)
- FINRA Series 7 Registration
- FINRA Series 66 Registration
- Life, Health, and Accident Insurance License
