AVIOR INSIGHTS – 5 Key Insights to Guide Investors in 2023
2022 was a challenging year for investors. Markets fell into bear market territory and experienced the worst annual performance since 2008. The S&P 500, Dow and Nasdaq declined 19.4%, 8.8% and 33.1%, respectively, last year. Interest rates swung wildly with the 10-year Treasury yield jumping from 1.51% at the start of the year to a high of 4.24%, before ending at 3.88%. This mirrored inflation as the Consumer Price Index...
AVIOR INSIGHTS – How Investors Can Look Beyond a Fed-Driven Year
Inflation, interest rates and the Fed have been the driving forces behind the market in 2022. These factors broke a number of trends that have influenced portfolio decisions over the past several decades, creating an uncomfortable investment environment. This has kept many investors guessing at what might come next, leading markets to swing back and forth for weeks at a time. For investors who can ignore the short-term ups-and-downs of...
AVIOR INSIGHTS – How the Global Economy Affects Long-Term Investors
The global economy has faced many setbacks this year due to inflation, the war in Ukraine, China's zero-Covid policy, and many other factors. Unlike the U.S. which largely rebounded from the pandemic, many countries have faced a tougher road to recovery. The effects of high energy prices and supply chain problems have only added to these difficulties. Still, there are reasons to maintain a broad perspective on the global landscape,...
AVIOR INSIGHTS – What a Housing Recession Means to Investors
Perhaps no sector of the economy has been impacted by rising interest rates as much as housing. The declines in both housing activity and prices have wide-ranging effects on households and the economy, as well as across financial markets. Like many other sectors, the housing market surged during the pandemic and is now experiencing a hangover. Some investors may even worry about echoes of the 2008 housing bubble and the...