As the market reacts to the recent invasion of Ukraine by Russian forces and subsequent sanctions, our network of investment professionals outlines what they’re watching this week.
As the market reacts to the recent invasion of Ukraine by Russian forces and subsequent sanctions, our network of investment professionals outlines what they’re watching this week.
In this week’s edition of The Lookout, our portfolio managers share what investors might expect following last week’s bouts of volatility in the equity markets and the Federal Reserve’s nod toward looming rate hikes. Read more about what’s on tap this week below:
This week, we’re proud to introduce The Lookout, which highlights insights from across the team of portfolio managers in our network. This new weekly piece will be posted on Mondays (other than on holidays) right here on Catalyst-Insights.com.
This week, we’re proud to introduce The Lookout, which highlights insights from across the team of portfolio managers in our network. This new weekly piece will be posted on Mondays (other than on holidays) right here on Catalyst-Insights.com.
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.
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