Market Updates
January 30, 2023
With numerous disconnects and yields still attractive in the context of the last 15 years, investors wouldn't need to take outsized risk to get reasonable returns from bond allocations. Plus an update on triggers for a new equity bull cycle to monitor, and in global demographics sometimes less is more.
January 23, 2023
The looming debt ceiling crisis is pressuring the U.S. Treasury to drain money from its account at the Federal Reserve, easing financial conditions until mid-year. Plus 10 questions on the outlook for international markets in 2023, and a watch list alert for small-caps.
January 17, 2023
Data has made it increasingly clear that a 2023 economic contraction is baked in the cake. Plus Equities could see elevated volatility in the first half of the year but eventually stabilize toward the latter part, and China's growth prospects for 2023 are rapidly being upgraded.
January 9, 2023
We believe consumers will continue to trade down and defer discretionary spending as economic data deteriorates. Plus Janet Yellen is right about the conflict in Ukraine being key to the year ahead, and some market segments that worked relatively well in 2022 could continue to see tailwinds in early 2023.
January 3, 2023
The age of “permacrisis" necessitates that investors rethink their investment playbook. Plus post-bubble periods tend to sort out valuation discrepancies, and 2023 could prove to be a foundational year for long-term investors.
