Equity markets are once again setting all-time highs—prompting both optimism and concern among investors. With valuations stretched and potential volatility from trade policy uncertainty, investors face growing questions about whether this rally has room to run or if a sharp near-term pullback is on the horizon.
During this webinar CFRA’s esteemed analysts, Paul Beland, CFA, Head of Global Research-Wealth Management, Sam Stovall, CFP, Chief Investment Strategist, and Drew Wells, CMT, Technical Analyst, combined fundamental and technical research to assess the current market environment.
They also examined the key drivers behind the recent market strength, identified potential warning signs from market internals and macro indicators, and discussed strategies to help advisors navigate elevated valuations and risks associated with volatility.
During the session, we discussed:
- Fundamental drivers behind recent stock performance
- Macro and sector-level risk factors to monitor
- Technical signals that may indicate market exhaustion or continued strength
- How investors can construct risk management frameworks to trim positions, rebalance, and seek defensive opportunities without early market exits.
