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...
AVIOR INSIGHTS – 3 Reasons Investors Can Be Thankful This Year
2022 has been a historic year for financial markets and a challenging one for investors. With inflation rising at the fastest pace in over 40 years, both stocks and bonds fell into bear markets and reversed some of the strong gains made during the pandemic recovery. As we approach the end of the year, the Fed is tightening rates at a rapid pace, the war in Ukraine rages on, and...
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...