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.
There are many ways to track consumer and investor sentiment. Generally, only at extremes does the data offer very compelling investment opportunities.
Volatility indexes are often seen as barometers for how the market is reacting to newsworthy events, so how are they behaving in light of heightened geopolitics and higher rates?
Volatility indexes are often seen as barometers for how the market is reacting to newsworthy events, so how are they behaving in light of heightened geopolitics and higher rates?
if the S&P 500 Index has generated an annualized return of roughly 8-10% over the long-term, leading companies serving important industries should, in theory, generate 300bps+ more over long periods of time. Understanding this and investing for it offers investors a long-term edge.
The recent shift in tariff policies has added a layer of complexity to the economic landscape, potentially influencing market sentiment and investment decisions.
There are several powerful mega-trends happening around the world. One of these trends is happening in the financial services industry and is still a game in the early innings.
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