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...
AVIOR INSIGHTS – How Jobs, the Budget Deficit and Inflation Policies Affect Long-Term Investors
As the economy slows, some investors are worried about the possibility of a recession as well as the long-term consequences of an ever-growing government debt. These concerns are timely due to recent economic data and policy decisions, including the Inflation Reduction Act making its way through Congress. While these are all important issues, investors should view them with the right perspective. Despite many economic, political and global concerns, the fact...