AVIOR INSIGHTS – How Investors Can Navigate the Tech and Crypto Cycle
Over the past decade, the tech sector has benefited as the digital revolution has accelerated, including during the pandemic when technology enabled work-from-home, home fitness, entertainment and other capabilities. However, slowing consumer and business demand, return-to-office trends, rising interest rates, company-specific events, and the crash in cryptocurrencies have put a damper on the sector. Despite recent gains, the Nasdaq has declined 28% this year, worse than the 16% and 7%...
AVIOR INSIGHTS – Why Long-Term Investors Should Avoid the Fed Guessing Game
Economic uncertainty continues to affect financial markets, as it rightfully should since, in the long run, stock prices follow trends in economic growth. Investors are wondering how high interest rates might rise, whether there will be a deep recession (or if we're in one already), when inflation might begin to recede, if unemployment will tick up, and more. Unfortunately, speculation on these issues and how the Fed might react is...
AVIOR INSIGHTS – What the Swing to Economic Growth Means for Investors and the Fed
Major stock market indices have rebounded in October as investors hope for a slowdown in the pace of Fed rate hikes. As of Friday, October 28, the S&P 500 had gained 8.8% over the month and its year-to-date loss was cut to 18%, just slightly better than bear market levels. The Dow is now above correction territory with a 9.6% year-to-date decline while the Nasdaq, consisting of hard-hit tech stocks,...
AVIOR INSIGHTS – Why Investors Should Focus on Long-Run Factors such as Earnings
It's no secret that this year has been characterized by market and economic uncertainty due to inflation, the Fed, geopolitics, and more. Market unease has been prolonged by the fact that these economic effects take time to evolve. Inflation is not an overnight event but the result of supply and demand factors since 2020, compounded by monetary and fiscal policies. The effects of Fed rate hikes are felt over months...