
在最近的市场最新电话会议上,我们听取了雷蒙德·詹姆斯首席投资官拉里·亚当以及桃树集团董事总经理兼首席执行官格雷格·弗里德曼和桃树集团股票资本市场副总裁丹尼尔·萨维奇的见解。讨论中最引人注目的时刻之一是一篇有趣的投资要点,它强调了持续投资比试图根据政治周期把握市场时机的重要性。
几十年来的投资见解
考虑一下:如果你从1970年开始在股票市场上投资了1万美元,并且只在共和党总统任期内继续投资,那么到目前为止,你的投资将增长到大约13.3万美元。相反,如果你只在民主党总统任期内继续投资,你的投资组合将飙升至70万美元左右。
现在,这是数字变得更加引人注目的地方。如果你一直全力投资市场,无论哪个政党掌权,那么最初的1万美元都会升值到令人印象深刻的水平 160 万美元!
教训:坚持到底
事实证明,根据政治派别来安排市场时机不如维持一致的投资策略有效。正如拉里·亚当指出的那样, ”进入市场比尝试寻找市场更重要。我认为这是一个关键的教训...”

政治变革带来的波动性可能诱使投资者撤回或做出仓促的决定。但是,历史表明,那些在所有市场条件下保持耐心并进行投资的人往往会获得最大的回报。
关键是要进入市场,而不是试图智胜市场。

关于拉里·亚当

拉里·亚当于2018年加入雷蒙德·詹姆斯担任首席投资官。亚当先生在金融市场拥有三十多年的经验,为顾问和客户带来了有关市场和经济的丰富知识和宝贵见解。作为首席信息官,亚当先生利用公司战略家的见解和观点,发展公司的首席信息官观点,即凝聚力和全面的宏观展望。亚当先生在众多客户活动中发表演讲,并以其向投资者解释复杂概念的能力而闻名。
亚当先生为顾问和客户提供有关市场的深入指导,包括每周和每月的评论以及季度展望。除了担任投资战略委员会主席外,他还是全球财富解决方案(GWS)多元化与包容性校园招聘委员会、GWS执行委员会以及另类和结构性投资产品批准委员会的成员。
在加入雷蒙德·詹姆斯之前,亚当先生曾担任德意志银行私人财富管理美洲首席信息官和全球首席投资策略师的双重职务。他于 1991 年获得马里兰洛约拉大学金融专业工商管理学士学位,并于 1993 年获得马里兰洛约拉大学金融专业的商学硕士学位。亚当先生是洛约拉大学塞林格商业与管理学院的兼职教授,教授国际金融课程。他于1996年获得特许金融分析师称号,于2001年获得注册投资管理® 认证,并于2004年获得注册财务规划师® 称号。亚当先生经常出现在CNBC和彭博社上,并经常被知名出版物引用,例如 《华尔街日报》 和 《巴伦周刊》。
相关 帖子
.png)
Bloomberg Radio | Greg Friedman discussed the fragile state of the commercial real estate market, with transaction volumes down 50% due to higher interest rates. Over the next 12 months, $1 trillion in commercial real estate loans will mature, offering opportunities for well-capitalized buyers. The conversation also highlighted the growing importance of private credit,which now makes up 10% of the commercial real estate ecosystem, providing stability. Additionally, there was a mention of the bifurcation in the office sector, with better-quality buildings showing recovery.

Peachtree Group Recognized Among Fastest-Growing Companies Nationally and Locally
ATLANTA (September 2, 2025) - Peachtree Group ("Peachtree"), a leading commercial real estate investment firm overseeing a diversified portfolio of more than $8 billion, has been named to two prestigious growth rankings, underscoring the firm’s momentum as a leading force in commercial real estate investment.
Inc. revealed that Peachtree Group earned a place on the 2025 Inc. 5000 list of the fastest-growing private companies in the U.S., marking the third consecutive year the firm has been honored. The Inc. 5000 list provides a data-driven look at the most successful independent and entrepreneurial businesses across the nation.
In addition, the Atlanta Business Chronicle recognized Peachtree Group asan honoree in its 30th annual Pacesetter Awards, which celebrate the fastest-growing privately held companies based in metro Atlanta. Honorees were evaluated on revenue and employee growth from 2022 through 2024 and ranked using a growth index formula to ensure fair comparison across companies of varying sizes.
“We are in the business of identifying and capitalizing on mispriced risk, and in today’s environment of disruption and dislocation, that has created strong tailwinds for our growth,” said Greg Friedman, Peachtree’s managing principal and CEO. “These recognitions validate our ability to execute in complex markets, and we see significant opportunity ahead as we continue to scale our platform. We believe the next several years will be among the most compelling investment environments in recent history.”
Peachtree Group remains focused on delivering innovative investment strategies and strong results for its stakeholders while expanding its presence across the U.S.

The Ava Hotel Opens in Pasa Robles, CA

Peachtree Group, in partnership with Paso Robles Hotel Partners, has opened The Ava Hotel in California’s Central Coast wine country. Part of the Curio Collection by Hilton, the upscale property is located in downtown Paso Robles next to the city’s historic town square and is managed by Azul Hospitality Group.
The Ava, Paso Robles’ first lifestyle-branded hotel, features 151 guestrooms and suites. Guests can choose from standard layouts including single king, double queen, and double king rooms, or opt for enhanced accommodations with Juliet balconies opening to floor-to-ceiling doors or poolside patios with direct access to the rooftop saltwater pool. For more space, one-bedroom and double queen suites include 1.5 bathrooms, living areas with fireplaces, powder rooms, and sofa sleepers.
Related Coverage: The Ava Hotel opens in Paso Robles, CA
Hotel Business, Asian Hospitality, Hotel News Resource, Lodging, HospitalityNet