As we navigate the economic landscape, there are clear indications that the market is taking a well-deserved breather, cautiously eyeing potential trouble spots.
As we navigate the economic landscape, there are clear indications that the market is taking a well-deserved breather, cautiously eyeing potential trouble spots.
In every aspect of our lives, when we see bargains in merchandise we love, we buy more. As consumers, we get excited to capture a sale, but as investors, we run from sales. Flip this narrative around and we become great investors.
Leading companies serving large end-markets will tend to outperform over time. On the rare occasions when they struggle, that’s usually a time to be adding to those companies.
In my opinion, true active strategies have a very important role in portfolios as complements to passive, cheap beta. Advisors need to understand what they own.
October was marked by continued volatility across fixed income and equity markets as investors faced various challenges, including persistent inflation concerns, rising yields, tightening monetary policy, and the backdrop of a U.S. Presidential election.
As an investor, it’s nice to know what we should expect from President Trump, because we have seen the movie before in 2017 – 2021. Apart from the early part of the Pandemic period, the economy and stock markets generally performed well.
Remember, our investment in stocks is a De facto vote of confidence on the economies in which we invest. Earnings, revenue, margins, free cash flow, and the growth of these important metrics is what drives stocks up or down over time.
The discretionary sector struggled as did all growth and quality-oriented areas of the market in 2022. That was a classic re-set and a raging opportunity to add exposure.
Catalyst Funds
Rational Funds
Strategy Shares