AVIOR INSIGHTS – What This Earnings Season Reveals About the Economy and the Banking Crisis
The corporate earnings season for the first quarter is underway and about one-fifth of S&P 500 companies have reported results. Investors are focused on these earnings announcements even more than usual due to ongoing economic uncertainty amid high inflation, slower growth, and the banking crisis. In this context, corporate profitability can shed light on how companies, sectors, and the broader economy are truly faring in this environment. For long-term investors,...
AVIOR INSIGHTS – Why the U.S. Dollar Is Still the Leading Global Currency
The U.S. dollar has been in the headlines due to an anticipated pause in Fed policy and concerns over the currency's place in the global financial system. However, to borrow Mark Twain's famous line, reports of the dollar's death are greatly exaggerated. While the role of the dollar has declined by some measures over the past two decades, fears of the dollar's demise are not new among investors and economists....
AVIOR INSIGHTS – Why Oil, the Fed and Jobs Are Surprising Markets
There is an old saying that happiness equals reality minus expectations. This is particularly relevant when it comes to financial planning and investing during times of great uncertainty. For investors, having unrealistic short-term expectations of investment returns and financial outcomes, as many often do in the late stages of bull markets and during asset bubbles, can lead to discouragement. Instead, history shows that by maintaining perspective and focusing on the...
AVIOR INSIGHTS – 5 Insights for Navigating Banking Crises in Q2 and Beyond
In times of market uncertainty, investors often turn to sayings such as "those who fail to learn from history are doomed to repeat it" and "history never repeats itself, but it does often rhyme." When it comes to the day-to-day headlines, both quotes are relevant given the long history of banking crises and market swings. This is because investors must deal with innumerable challenges over the course of their financial lives....