AVIOR INSIGHTS – How Personal Savings Affect the Economy
Despite the economic uncertainty of the past year, everyday individuals and households have been resilient. Consumer spending has remained steady in the face of high inflation, rising interest rates, housing market challenges, and layoffs in sectors such as tech. While it has helped that the recession anticipated by many investors and economists has not materialized, this fact is partially due to the strength of consumer finances. How do consumer balance...
AVIOR INSIGHTS – What Flat Earnings Amid a Healthy Economy Mean for Investors
Recent economic figures, which show improving inflation and steady GDP growth, continue to support the market rally. The S&P 500 has gained over 20% with dividends this year and is now only 4.5% below its early 2022 peak. The Nasdaq Composite and the Dow Jones Industrial Average have returned 37% and 8%, respectively. These are sharp reversals of last year's market trends and serve as a reminder that conditions do...
AVIOR INSIGHTS – How Global Growth and Home Country Bias Impact Investors Today
With global growth steadier this year than originally expected, major markets around the world have rallied. The S&P 500 has gained 18% with dividends while developed and emerging markets have risen about 15% and 10%, respectively. Much of the story is due to the relative strength of the U.S. which has served as the main engine of the global economy, just as it did in the decade following the global...
AVIOR INSIGHTS – What the Hope of a Soft Landing Means for the Fed and Investors
Market and economic expectations have shifted 180 degrees since the start of the year when many investors expected a recession and prolonged bear market. Ongoing economic growth, low unemployment, improving price pressures, and slowing Fed rate hikes have spurred a strong market rally, especially across sectors that struggled last year. While the economic situation is far from perfect and investors should always be prepared for uncertainty, it's also important to...