In this week’s episode of the Facts Vs Feelings podcast, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, sit down with Barry Gilbert, VP Asset Allocation Strategist at Carson Group, for an insightful conversation on effective portfolio management strategies. Barry shares valuable perspectives on the importance of teamwork, constructive debate, and making decisive investment decisions based on clear, actionable insights. Ryan and Sonu also discuss the historical strength of the July market, providing investors with context and strategic guidance for navigating the second half of the year.

Key Takeaways

• July Stock Market Trends and Analysis
  
  • July has historically been strong, with the S&P 500 rising 10 consecutive years in that month, and it’s notably the strongest month during post-election years.
• Impact of Positive May and June Performance
  
  • Historically, positive returns in both May and June forecast strong market performance for the rest of the year—typically gaining around 9-10% in the final six months.
• Effective Portfolio Management Insights
  
  • Barry Gilbert stresses the importance of constructive debate, critical thinking, and conviction-driven investment decisions in successful asset allocation strategies.
• Carson Group’s Investment Philosophy
  
  • Barry highlights Carson’s culture of managing real money through rigorous debate and collaborative decision-making.
• Investor Guidance and Market Volatility
  
  • Ryan and Sonu emphasize the importance of maintaining a long-term investment perspective and managing emotional reactions during short-term market fluctuations.

Connect with Barry:

• LinkedIn: Barry Gilbert

• X: @gilbert3142

Connect with Ryan:

• LinkedIn: Ryan Detrick

• X: @ryandetrick

Connect with Sonu:

• LinkedIn: Sonu Varghese

• X: @sonusvarghese

Questions about the show? We’d love to hear from you! factsvsfeelings@carsongroup.com

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