State Street Investment Management recently released its Midyear Outlook, and it captured the market's moment incredibly well, depicting an environment marked by both resilience and fragility. When we dive into the latest macro economic data, we see exactly that: a market that's anchored on solid fundamentals but that's also growing fragile as confidence wanes.
The State Street Bridgewater All Weather ETF offers a globally diversified, actively managed multi-asset strategy targeting conservative investors seeking stability and income. ALLW allocates across equities, inflation-linked bonds, and global nominal bonds, with a focus on mitigating inflation and market volatility. With a 4.26% distribution yield and flexible asset allocation, ALLW is positioned to benefit from ongoing inflationary pressures and supply chain disruptions.
With global macroeconomic pressures not abating any time soon, and inflation signals coming in higher than expected, many advisors and investors are seeking guidance on how to amplify inflation protection within their portfolio.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 93,411 | $2.68M | $2.74M | $54,158.31 | 2.02% |
| JP Jeff Pearson ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE Corp. | 1.08M | $27.22M | $31.72M | $4.51M | 16.55% |
Daren Blonski Fermata Advisors LLC | 61,186 | $1.72M | $1.79M | $72,240.27 | 4.2% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 3,000 | $86,550 | $88,245 | $1,695 | 1.96% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 110 | $3,023.9 | $3,214.19 | $190.29 | 6.29% |
| NASDAQ (NMS) Exchange | US Country |