With most global banks warning that interest rates will be higher for longer, once unthinkable bond yields have become the new normal for markets.
Are we in a mild recession now? Maybe, though it’s hard to tell just yet. Whichever direction markets may move over the coming few quarters, the unpredictable nature of the post-pandemic economy is likely to become more predictable. And that’s a good thing from an investment point of view.
What impact does the recent downgrade of U.S. national debt have on the American economy and individual portfolios? That question is on the minds of many people these days.
Some analysts are calling this year’s strong start a new bull market, believing that a soft landing – not a recession – is in the cards this year or next. While we think a severe recession is unlikely, we know there’s more uncertainty than usual and would like to reiterate the importance of diversification.
Is it a fruit or vegetable? What does the tomato debate have in common with the world of investing? Our perceptions lie at the core of how we define each. Just as tomatoes are perceived as fruits by some due to their botanical properties, and vegetables by others due to their culinary use, many publicly traded companies are perceived differently by different market participants.