If you are an investor or a manager of other people's investments, 2022 has been a particularly difficult year. Generally, fixed income assets act as a safe haven when stocks are under siege. But when inflation and rates are rising, very few assets get spared.
Is a “hard landing” coming, economically speaking, as the Fed continues its most aggressive rate hike campaign in 40 years? Investors don’t seem to think so as investors continue to chase economically sensitive stocks despite the underlying economic deterioration.
Is a “hard landing” coming, economically speaking, as the Fed continues its most aggressive rate hike campaign in 40 years? Investors don’t seem to think so as investors continue to chase economically sensitive stocks despite the underlying economic deterioration.
By now, you have likely seen and heard the news about FTX’s epic collapse & bankruptcy filing last week. Over the last year, lots of smaller cryptocurrency platforms have gone under and the hacking of customer digital wallets has been rampant.
By now, you have likely seen and heard the news about FTX’s epic collapse & bankruptcy filing last week. Over the last year, lots of smaller cryptocurrency platforms have gone under and the hacking of customer digital wallets has been rampant.
Even as Election Day has come and gone, the outcome remains uncertain with a Georgia runoff scheduled for December that may determine control of the Senate and multiple states still counting votes days after November 8 to decide control of the House. This partisan uncertainty, unfortunately, aligns with the macroeconomic and geopolitical uncertainty that has persisted throughout 2022.
Even as Election Day has come and gone, the outcome remains uncertain with a Georgia runoff scheduled for December that may determine control of the Senate and multiple states still counting votes days after November 8 to decide control of the House. This partisan uncertainty, unfortunately, aligns with the macroeconomic and geopolitical uncertainty that has persisted throughout 2022.
With the final U.S. election results still being determined and plenty more to come this week, Joe Tigay of Equity Armor Investments provides a brief update on the developments in the S&P500, the VIX, and more in this video on Catalyst Insights.
Will Mag 7 stock Nvidia beat estimates? David Miller, Co-Founder and Chief Investment Officer of Catalyst Funds, Rational Funds, and Strategy Shares, provided his insights to CNBC on Nov. 19 on why he believes the company will come out ahead this week despite potentially challenging headlines.
In October, Goldman Sachs strategists cautioned investors to be prepared for stock market returns during the next decade that are toward the lower end of their typical performance distribution.
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.
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