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2022 US Market Outlook: Under Pressure

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  1. HotPants
    A long, but utterly fascinating read.

    A long, but utterly fascinating read.

    ...the next serious correction or bear market in stocks could have an outsized impact on both confidence and the economy.

    This doesn’t necessarily suggest impending doom for equities next year; but it’s a cautionary tale longer-term.

    Macro backdrops that include slower growth, and a move from a loose to tighter monetary policy, tend to usher in higher intra-market correlations and greater tail risks.

    But what should not (never) be inferred is that we suggest investors should be “getting out.” [...] investing should always be a disciplined process over time.

    That discipline should involve diversification—across and within asset classes—and periodic rebalancing.

    2 votes