Throughout 2022, the equity markets challenged even the most seasoned investor’s definition of “risk.” As one of the Partners here at NewEdge Wealth recently put it, when volatility spikes and asset prices fall in value, investors often realize that their risk tolerance is different than their risk capacity.
As we exit a tumultuous 2022 and face the inherent uncertainty of a new year, we adopt the wise words of Goethe as our mantra for 2023: “Enjoy what you can, endure what you must.”
Markets awaited with excitement the December US CPI report. Yet, there is a change of sentiment about what slowing inflation means for the economy.
As the final days of December dwindle away, this time of year is filled with a sense of both reflection and expectation. Here are 22 charts that capture the turmoil, major shifts, present fears, opportunities, and (sometimes surprising) resilience of 2022.
The USD remains the key driver for relative performance of International Developed (EAFE) and Emerging Market (EM) stocks versus the US (S&P 500).
The question of how long it will take to get back to prior highs always burns on investors’ minds during a bear market. The following historical and future scenario analysis is presented in an attempt to answer this question.
This is not about catching the ultimate low or ringing the bell at the bottom. Instead, it is about being disciplined about long-term potential when the near-term is highly uncertain. A dose of dispassion is helpful in times like these.
Global equity markets experienced a rapid and bruising sell-off this week. In the U.S., we are nearing the intraday lows for the S&P 500 from June, while many stocks are making new lows. Below we look to answer critical questions for this market and provide...
The source of elevated inflation has shifted in recent months. The early days of inflation were driven by Goods inflation from surging Goods demand during lockdowns and supply chain stress.
When Theodore Roosevelt encouraged policymakers to “speak softly and carry a big stick,” clearly, his target audience was not central bankers. Chairman Powell’s speech was significant because its message was precisely counter to what markets started to price in since mid-June.