Once a tried-and-true approach to investing, market observers have begun to cast doubt on the 60/40 portfolio approach, and with inflation and interest rates both on the rise, investors making changes are doing so with good reason.
Once a tried-and-true approach to investing, market observers have begun to cast doubt on the 60/40 portfolio approach, and with inflation and interest rates both on the rise, investors making changes are doing so with good reason.
2022 seems to be setting the stage for the 2020’s to be a lost decade–a decade where an asset class generates negative returns–for both stocks and bonds. A lost decade can derail an investor’s long-term financial goals. But today we’ll explain why not all hope should be lost on investors.
2022 seems to be setting the stage for the 2020’s to be a lost decade–a decade where an asset class generates negative returns–for both stocks and bonds. A lost decade can derail an investor’s long-term financial goals. But today we’ll explain why not all hope should be lost on investors.
The second quarter of 2022 continues with intense volatility. Both equity markets and bond markets continue to unravel the complexities of supply constraints, stagflation, hawkish Fed policy (and the velocity of rate hikes), slower domestic and global economic growth, geopolitical headwinds (i.e., the Russia-Ukraine war), the commodity "Supercycle," persistent COVID-19 demand woes (i.e., China lockdowns), and potential Gray Rhino events (spurred by fears of the current environment). Recessionary fears and a flight to safety remain investors' top priorities.
Buying stocks is easy; the hard part is knowing when to sell. I read an excellent article recently by Michael Batnick on his trials and tribulations in owning a stock. To wit:
Buying stocks is easy; the hard part is knowing when to sell. I read an excellent article recently by Michael Batnick on his trials and tribulations in owning a stock. To wit:
The recent shift in tariff policies has added a layer of complexity to the economic landscape, potentially influencing market sentiment and investment decisions.
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