Meeder Investment Management: Markets in Focus 012122
Markets in Focus from Meeder Investment Management for January 21, 2022 highlights key trends including interest rates moving higher, U.S. small-cap stocks breaking down, and U.S. dollar performance during rate hikes. Gain 3 insights in 5 minutes from Meeder Investment Management—every other week. Investors and financial advisors get informed on the latest market trends from investment portfolio manager Joe Bell, CFA, CMT, CFP® of MeederInvestment.com. This is a convenient and quick way to get access to current financial information you can share with your clients. Whether you’re looking at financial management insights around capital markets, investments, mutual funds, portfolios, retirement, public funds, cash management, wealth management, private client, financial advisor, or wealth advisor—you’ll benefit from Mr. Bell’s deep understanding and tracking of today’s important topics. See and bookmark the series on the Meeder website at: https://meederinvestment.com/MarketsInFocus The Meeder Investment Management team is ready to answer your questions and help you prepare for the future. We're here for you. Learn more at MeederInvestment.com. Years of navigating various market cycles have influenced Meeder’s holistic approach to managing money. Meeder’s investment philosophy encourages a multidimensional view, as the company believes there are multiple forces that influence the market, and many ways to achieve investment objectives. This wide view of the markets, and Meeder’s quantitative process, allows the firm to customize solutions and services for a variety of clients. Meeder Investment Management is dedicated to helping financial advisors and their clients reach their goals. Using a model-driven, multi-discipline/multi-factor approach to investing, the objective is to improve outcomes for investors with varying goals. Meeder offers a full spectrum of mutual funds, including asset allocation, global/international, equity, and fixed income funds. Asset allocation portfolios are constructed using proprietary mutual funds and combine Equity, Defensive Equity and Fixed Income strategies, which are designed to complement one another to achieve client objectives. Meeder Investment Management has been helping clients successfully reach their financial goals since the firm’s inception in 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration. Meeder Investment Management operates as the parent entity to affiliated registered investment advisers Meeder Asset Management, Inc., Meeder Advisory Services, Inc., and Meeder Public Funds, Inc. Meeder Funds are distributed by Meeder Distribution Services, Inc., a broker-dealer affiliate of Meeder Investment Management. Meeder Asset Management, Inc., serves as the investment adviser to Meeder Funds and affiliated entity Mutual Fund Services Company serve as the administrator, accountant, and transfer agent for the Meeder Funds. Joe Bell’s highly detailed reporting comes from his 16 years of experience in the investment industry. He currently manages a group of Equity mutual funds and portfolios focusing on capital appreciation, tactical allocation, multi-factor systematic investing, and risk management. Funds and SMAs managed include Long-Short, Large-Cap Blend, Mid-Cap Value and Dividend/Growth. Mr. Bell utilizes fundamental, technical, economic, and sentiment factors to evaluate the market, sectors, and individual stocks and he has extensive experience with equity and option portfolios. Mr. Bell has vast experience providing research, content, and analysis for investors, institutions, and media outlets, and has appeared 100+ times on live television and radio programs and shows. He has been a frequent guest on CNBC, Fox Business TV, and CNBC Asia. IMPORTANT DISCLOSURES: Commentary offered for informational and educational purposes only. Statements attributed to an individual represent the opinions of that individual as of the date given and do not necessarily reflect the opinion of the firm. Opinions and forecasts regarding markets, securities, products, portfolios or holdings should not be construed as predictions or recommendations. All information is given as of the date shown and is subject to change at any time. Nothing herein should be construed as an offer to sell, solicitation, or recommendation of any security or investment product. Certain information and data has been supplied by unaffiliated third parties as indicated. Although Meeder believes the information is reliable, it cannot warrant the accuracy, timeliness or suitability of the information or materials offered by third parties.
Markets in Focus from Meeder Investment Management for January 21, 2022 highlights key trends including interest rates moving higher, U.S. small-cap stocks breaking down, and U.S. dollar performance during rate hikes. Gain 3 insights in 5 minutes from Meeder Investment Management—every other week. Investors and financial advisors get informed on the latest market trends from investment portfolio manager Joe Bell, CFA, CMT, CFP® of MeederInvestment.com. This is a convenient and quick way to get access to current financial information you can share with your clients. Whether you’re looking at financial management insights around capital markets, investments, mutual funds, portfolios, retirement, public funds, cash management, wealth management, private client, financial advisor, or wealth advisor—you’ll benefit from Mr. Bell’s deep understanding and tracking of today’s important topics. See and bookmark the series on the Meeder website at: https://meederinvestment.com/MarketsInFocus The Meeder Investment Management team is ready to answer your questions and help you prepare for the future. We're here for you. Learn more at MeederInvestment.com. Years of navigating various market cycles have influenced Meeder’s holistic approach to managing money. Meeder’s investment philosophy encourages a multidimensional view, as the company believes there are multiple forces that influence the market, and many ways to achieve investment objectives. This wide view of the markets, and Meeder’s quantitative process, allows the firm to customize solutions and services for a variety of clients. Meeder Investment Management is dedicated to helping financial advisors and their clients reach their goals. Using a model-driven, multi-discipline/multi-factor approach to investing, the objective is to improve outcomes for investors with varying goals. Meeder offers a full spectrum of mutual funds, including asset allocation, global/international, equity, and fixed income funds. Asset allocation portfolios are constructed using proprietary mutual funds and combine Equity, Defensive Equity and Fixed Income strategies, which are designed to complement one another to achieve client objectives. Meeder Investment Management has been helping clients successfully reach their financial goals since the firm’s inception in 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration. Meeder Investment Management operates as the parent entity to affiliated registered investment advisers Meeder Asset Management, Inc., Meeder Advisory Services, Inc., and Meeder Public Funds, Inc. Meeder Funds are distributed by Meeder Distribution Services, Inc., a broker-dealer affiliate of Meeder Investment Management. Meeder Asset Management, Inc., serves as the investment adviser to Meeder Funds and affiliated entity Mutual Fund Services Company serve as the administrator, accountant, and transfer agent for the Meeder Funds. Joe Bell’s highly detailed reporting comes from his 16 years of experience in the investment industry. He currently manages a group of Equity mutual funds and portfolios focusing on capital appreciation, tactical allocation, multi-factor systematic investing, and risk management. Funds and SMAs managed include Long-Short, Large-Cap Blend, Mid-Cap Value and Dividend/Growth. Mr. Bell utilizes fundamental, technical, economic, and sentiment factors to evaluate the market, sectors, and individual stocks and he has extensive experience with equity and option portfolios. Mr. Bell has vast experience providing research, content, and analysis for investors, institutions, and media outlets, and has appeared 100+ times on live television and radio programs and shows. He has been a frequent guest on CNBC, Fox Business TV, and CNBC Asia. IMPORTANT DISCLOSURES: Commentary offered for informational and educational purposes only. Statements attributed to an individual represent the opinions of that individual as of the date given and do not necessarily reflect the opinion of the firm. Opinions and forecasts regarding markets, securities, products, portfolios or holdings should not be construed as predictions or recommendations. All information is given as of the date shown and is subject to change at any time. Nothing herein should be construed as an offer to sell, solicitation, or recommendation of any security or investment product. Certain information and data has been supplied by unaffiliated third parties as indicated. Although Meeder believes the information is reliable, it cannot warrant the accuracy, timeliness or suitability of the information or materials offered by third parties.