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
Staying Calm Amidst the Storm
The year 2022 has served as a glaring reminder that an investor’s journey to their long-term destination is often anything but a straight line. The S&P 500 index and the and the 10-year US Treasury have both experienced sharp declines this year. It is an especially rare occurrence for these declines to occur in the same calendar year. It is easy (especially now) for macroeconomic and geopolitical concerns – inflation, market declines, rising interest rates, Russia-Ukraine war, looming recession- to cloud one’s judgement. However, it is vitally important to not let market declines and gloomy economic outlooks set aside hard-earned wisdom and long-term thinking. While this is easier said than done, we recognize that it is challenging to find anything resembling “good news” in the present environment. In this Investment Perspectives, we will highlight several financial challenges we face and our roadmap for navigating the current environment.
Investment Perspectives Library