April 9, 2018
Outlines Five Trends to Watch
King of Prussia, PA—BNY Mellon’s Lockwood Advisors, Inc. (Lockwood) today issued its first quarter Investment Insights, highlighting key trends to watch for the rest of the year.
“2017 was an unbelievable year in many respects,” said Matthew Forester, Chief Investment Officer, BNY Mellon’s Lockwood Advisors. “Markets across the globe were up and volatility was at its lowest levels —all adding up to highly unusual conditions that are hard to replicate.
“In the first quarter, we saw investors seemingly getting nervous and reacting quickly and strongly to any news item that has the potential to move markets. If volatility continues to increase, it could damage this long-standing bull market. And although we see the shorter-term trends to be intact and we have not yet seen the business cycle turn, as markets quicken their pace in reacting to events, we remind investors to stay cautious and review their asset allocation strategies with their advisors.”
In the report, Forester outlines five key areas he believes investors should be paying attention to and discussing with their advisors:
“As we expected, 2018 has so far looked like a more sobering year than 2017,” adds Forester. “Risk factors could express themselves quickly, loudly and abruptly. The tax cuts could help give U.S. equities a tailwind, but there are numerous risk factors at play as the year moves along. We typically advocate focusing on the long-term, but paying some attention to the medium-term risk factors could help foster a more successful navigation of 2018.”
For more information on these trends and the full report, please visit: www.lockwoodadvisors.com
This material is intended for informational purposes only and does not constitute investment advice or an offer or solicitation to purchase, hold or sell any securities. The opinions expressed by Lockwood are as of April 2018, and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Lockwood to be reliable, but are not necessarily all inclusive.This material may contain forward-looking information that is not purely historical in nature. Such information may include, among other things, projections and forecasts. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader.
About BNY Mellon’s Lockwood Advisors, Inc.
Lockwood Advisors, Inc. is a leading provider of managed account solutions. As a program sponsor, Lockwood offers access to some of the industry’s leading investment managers, provides independent research on separate account managers, and develops advisory solutions to help investment professionals meet the diverse needs of their clients.
Lockwood also offers discretionary portfolio management solutions through financial institutions and independent registered investment advisers. Lockwood Advisors, Inc. is an investment adviser registered in the United States under the Investment Advisers Act of 1940, an affiliate of Pershing LLC and a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY Mellon).
About BNY Mellon's Pershing
BNY Mellon’s Pershing and its affiliates provide advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers with a broad suite of global financial business solutions. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody, investment and retirement solutions, technology, enterprise data management, trading services, prime brokerage, managed account technology and operations and business consulting. Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of offices worldwide, Pershing provides business-to-business solutions to clients representing more than seven million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. Professionally advised managed accounts are offered through its affiliate, Lockwood Advisors, Inc., which is an investment adviser registered in the United States under the Investment Advisers Act of 1940. Additional information is available on pershing.com, or follow us on Twitter @Pershing.
About BNY Mellon
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries. As of Dec. 31, 2019, BNY Mellon had $37.1 trillion in assets under custody and/or administration, and $1.9 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.