When markets sell off, fear can compel investors to exit. In doing so, they run the risk of missing out on sudden and powerful recoveries which can make up a significant part of their lifetime returns. As the saying goes, "You've got to be in it to win it."
Following a tough year in the markets, there is reason to be more optimistic in 2023. While there will still be some bumps along the way, inflation may ease off, sending rates down and markets up. We expect more surprises and opportunities, and we’ll be here to help you navigate all of them.
Inflation has central banks between a rock and a hard place: increase rates just enough to moderate inflation – or tip us into a recession. The answer will be revealed at some point, but in the meantime, opportunity lies in the weeds.
In this issue of Grow Together, read about deglobalization and what that means for investors, protecting yourself in inflationary times, and what Canadian Snowbirds need to know about U.S. regulations.
Our investment team looks at the state of the markets and what a potential recession could look like against the backdrop of the current inflationary environment.