Ayako Yoshioka

CFA®

Portfolio Consulting Director

About


Over the course of her career in the investment and wealth management industry, Ayako has held many roles, and she has done them all with great success. She began her career in Institutional Client Relations and Marketing, before moving on to become a Portfolio Analyst, monitoring portfolio trading and guidelines for over $4 Billion in equity securities. Next stop was as a Research Analyst, where she spent a decade covering multiple sectors and providing recommendations to portfolio managers. Director of Research was yet another role she filled with distinction. She was also the Director of Equities, managing ETF, Mutual Fund and single stock strategies. Today, as a Portfolio Consulting Director at Wealth Enhancement Group, Ayako lends her expertise to the research and analysis of investments across multiple asset classes to assist advisors and clients on portfolio construction. Ayako is married with two children and enjoys traveling, sports, dining out and cooking.


Education

  • BA, University of California, Los Angeles

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For the period November 1 to November 30, 2023. Executive Summary U.S. equity markets bounced back with historically strong returns in November as yields on longer-dated Treasuries declined. If inflation has been tamed and rate hikes are in the rearview mirror, a recession may be averted—but the era of interest rates anchored near zero may also be behind us.
Ayako Yoshioka CFA®

Blog

Editor’s Note: The below investment commentary was written prior to the attacks in Israel and therefore does not include comments on the increased geopolitical risk and market impacts. As the situation is changing rapidly, we will provide additional updates in subsequent commentaries.
Ayako Yoshioka CFA®

Blog

Executive Summary As the most aggressive interest rate-hiking cycle in recent history seemingly nears its final stages, economic activity is better than expected, bond markets are providing the opportunity to construct portfolios that generate higher yields, and equity markets are near all-time highs.
Ayako Yoshioka CFA®

Blog

For the period May 1 – May 31, 2023 Executive Summary A debt ceiling deal has been reached, and we can breathe a sigh of relief as it appears another negative market catalyst has been averted. Despite slowing economic activity and turmoil in the regional banking sector, most investment markets have seen positive returns thus far in 2023.
Ayako Yoshioka CFA®

Blog

Treasury Secretary Janet Yellen recently stated that we may hit the debt ceiling as soon as June 1. Although we were warned earlier this year, concerns of a possible default are appearing prominently in financial media headlines as the deadline approaches.
Ayako Yoshioka CFA®

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