Investment Outlook Q4/2022
For almost a decade, investors could count on central banks turning on their money taps in the event of an “whatever” crises or deflationary threats to stimulate the economy through more and more credit supply which ultimately led to higher asset prices.
Investment Outlook Q2/2022
Tackling dual headwinds, global equites and bonds are facing testing times. Persistent high inflation has forced central bankers to back down on their “transitory” rhetoric and pivot to a surprisingly aggressive path of future rate hikes.
Investment Outlook Q1/2022
A popular topic currently discussed is the stock market’s vulnerability to rising interest rates. This narrative revolves around the idea that with higher discount rates, future earning streams are worth less and thus, present equity valuations should contract.