DiMeo Schneider & Associates, L.L.C. is now Fiducient Advisors

Webcast: Who Said U.S. Stocks are Boring? U.S. Macro Update

Equities August 3, 2021

The evolving world of SPACs, MEMEs, IPOs and FAANGs have shifted the dynamics for investors. Join the Fiducient Advisors U.S. Equity Research Team to hear how these dynamics have impacted our manager selection process and ultimately client portfolios. Topics to be discussed:

• Superstar Companies and the Disappearance of the Value Rebalancing Premium

• Innovation in Healthcare

• Emergence of Young and Unprofitable Companies (“YUCs”)

• Growth of the Intangible Economy – The Demise of Value, The Innovation Premium and Value Adjustment

The information contained herein is confidential and may not be disseminated or distributed to any other person without the prior approval of Fiducient Advisors. Any dissemination or distribution is strictly prohibited. Information has been obtained from a variety of sources believed to be reliable though not independently verified. Any forecast represent future expectations and actual returns, volatilities and correlations will differ from forecasts. This report does not represent a specific investment recommendation. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance and there is a possibility of a loss.

Get the latest research directly to your inbox. Subscribe to our Fiducient Advisors Insights today.

Subscribe To Our Research & Insights

View Related Insights

Private Markets Updates: Growth and New Highs

Key Observations • Q2 2021 registered the second-highest quarterly Private Equity deal activity in a decade. • Overall exit value for Private Equity deals in H1 2021 exceeded the value …

    Private Markets
Webcast: DOL Cybersecurity Guidance for ERISA Plans

The world of cybersecurity is constantly evolving and changing. Join our speakers as they delve into the recently published DOL guidelines: • Jim Jensen, Partner and Senior Consultant, Fiducient Advisors …

Summer Rain Feeds the Equity Market

Key Observations • Equity markets largely shrugged off headline risks through the month and posted positive returns. The S&P 500 Index has returned over 20 percent year-to-date. • The Federal …

    Investment Manager Research | Market Commentary