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 investors who have watched their purchasing power and portfolio values decline in recent years, it seems challenging to view inflation, market volatility and downturns through a constructive lens. Yet, it’s fair to say these conditions have provided investors with a masterclass in dealing with uncertainty and rapid change. When COVID-19 shut down the U.S. virtually overnight in March 2020, it changed far more than our financial plans and how we invest.
Ayako Yoshioka CFA®

Blog

For the period February 1 – February 28, 2023. Executive Summary The positive sentiment that lifted markets in January waned in the month of February, as progress slowed in bringing down inflation. This has led to expectations for additional interest rate hikes in the future, alongside a higher terminal interest rate.
Ayako Yoshioka CFA®

Blog

Executive Summary Even though we’ve turned the calendar to 2023, the challenges from 2022 that included the lingering effects of the pandemic, inflation, higher interest rates, and market volatility are still with us. As we look forward to the new year, we acknowledge that there is always a level of uncertainty within markets, but the uncertainty can bring opportunity and reward investors over the long term.
Ayako Yoshioka CFA®

Blog

Executive Summary Inflation may have peaked but has remained higher than many expected. Economic data points have been softening, reflecting the impact of tighter financial conditions on aggregate demand. Despite this weaker fundamental backdrop for the economy, markets saw some reprieve as speculation grew that the Federal Reserve could moderate the pace of rate hikes in the coming months.
Ayako Yoshioka CFA®

Blog

Executive Summary A better-than-feared earnings season, combined with a market narrative where inflation may have peaked and future interest rate hikes may not be as large, provided some relief to markets. However, with two consecutive quarters of negative GDP growth, questions still linger about the timing of a potential recession. Despite the uncertain backdrop in the near term, we continue to focus on investments over a longer time horizon.
Ayako Yoshioka CFA®

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