AVIOR INSIGHTS – Why Underlying Market Drivers Matter More Than Daily Price Swings
Global stock markets have fluctuated all year, alternating between pullbacks and recoveries that have lasted months at a time. Depending on how you count them, the S&P 500 has experienced at least three distinct periods of declines that were interrupted by brief recoveries, with the longest rebound occurring from mid-June to mid-August. In an environment like this, it's natural for investors to focus on stock prices and returns as markets...
AVIOR INSIGHTS – What the Inverted Yield Curve Says About Inflation, the Fed and the Market Recovery
The market recovery has hit a bump due to uncertainty around interest rates and the Fed. Rates have driven markets all year with significant impacts on stock and bond prices, economic growth, the housing market, and more. In an environment like this, market expectations matter just as much, if not more, as the actual numbers, and this is reflected in the yield curve. Today, the yield curve is not just...
AVIOR INSIGHTS – Why Investors Can Benefit from Global Opportunities
As challenging as international investing has been over the past several years, it has also never been more important. While developed and emerging markets may be more susceptible to economic shocks, geopolitical instability, and factors such as the pandemic, this is also why they may have higher expected returns in the long run. Investing across geographies, especially when valuations are attractive, is an important way to improve diversification as the...
AVIOR INSIGHTS – How Easing Inflation Affects Investors and the Market Recovery
Investors and economists have breathed a sigh of relief as new inflation data suggest that price pressures are easing. While the prices of everyday goods are still significantly higher than a year ago, some of the underlying trends are beginning to reverse. And although inflation is sensitive to many hard-to-predict factors such as geopolitical risk, and cost increases have been worse than many originally expected, these are early signs that...