We may not be flying into a storm, but there’s been plenty of turbulence this year. How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022.
While we acknowledge that a V-shaped recovery is probably not in the cards, we remain constructive on equities for the second half, but not complacent.
We see some early signs that energy trends could be changing, which would not only have positive implications for consumers’ wallets, but also potentially investors’ investment portfolios.
2022 is shaping up to be one of the worst years for investors ever. That’s the bad news. The good news is the year isn’t over yet.
On Monday the S&P 500 Index moved into a bear market, finally closing 20% beneath the January 3 high. Here are 7 things to know about bear (and bull) markets.
This year has been tough for investors, not just because stocks have fallen but also because bonds have not helped mitigate those losses as they have historically done. What does this mean for the 60/40 portfolio?
Making the case for stocks to stage a second half rally back to the prior highs requires investors to see through some heavy cloud cover.
It has been a historically bad year so far for stocks, with many names in bear markets. Thus far though, the S&P 500 Index has avoided a bear market. Here are six things to know.
It’s been a tough year for many investors and we don’t think we’re in a position yet to call a tactical bottom for either stocks or bonds. But looking out strategically, based on better valuations and still solid fundamentals, we think the long-term outlook has brightened quite a bit.
It’s been a very tough start to the year with both stocks and bonds down sharply. So perhaps it is no surprise that investor sentiment polls are showing signs of extreme pessimism.
