Our goal for Investment Perspectives is for it to be one of the ways that we communicate our thinking (past and present) to clients and the general public. We believe that investing is an iterative process and we know of no better way to test our own thinking than to share it with others. We encourage readers to send us their thoughts or questions.
Latest Investment Perspectives
Finding the Silver Lining
While the pandemic lockdown of 2020 led to one of the swiftest declines in the history of the stock market, the first half of 2022 saw one of the steepest first-half declines in the past 50 years. Periods like these are fueled by an increase in uncertainty and an explosion of negative headlines in the financial press. Geo-political conflicts, rising interest rates and inflation levels that haven’t been seen in 40 years are the backdrop for this heightened sense of uncertainty. Of course, uncertainty brings along market volatility, and price declines in financial assets as people react to the world around them. Although client portfolios was not immune to these dynamics, we are buoyed by the strength and prospects of the businesses we own. What is the source of this optimism? In this Investment Perspectives, we provide our views on where we see the silver linings in this challenging environment for investors.
Investment Perspectives Library