
Helping investors reach their long-term goals Investor strategy |
A monthly publication designed to provide investors and advisors with a recommended roadmap on how to allocate investments in today's market to reach their long-term goals and manage risk.
Investor Strategy: 2023 Outlook - Bear Market End Game
2023 should start off decently as inflation comes down a bit more, partially alleviating the markets’ biggest fear. Plus, a little January effect could certainly help. However, less inflation will start to accelerate slowing corporate earnings. And the wealth effect of falling equity/bond markets over the past year plus delayed economic impact of rate hikes / higher yields will cause economic growth to fall significantly. This could trigger the final leg down of the bear and create the better buying opportunity, hopefully sometime in the first half, as the market begins to look through the trough and rally back to be positive on the year.
Of course, the only recurring theme with investing more persistent than cycles, is that markets surprise us all in the end.
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Investor Strategy: Santa may have come early - December 2022
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Investor Strategy: Road not taken - November 2022
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Investor Strategy: When does the bear market end? - October 2022
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Investor Strategy: Summer Sizzle Fizzle - September 2022
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Investor Strategy: Second half off to a good start - August 2022
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Investor Strategy: Our halftime report: a recap and a playbook - July 2022
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Investor Strategy: Passive or Active? Why not both? - June 2022
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Investor Strategy: Portfolio Construction, continued: Fixed Income - May 2022
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Investor Strategy: Volatility in the house - April 2022
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Portfolio Construction: March 2022
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Trend Reversals: February 2022
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2021 Recap and 2022 Market Outlook - January 2022
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