2022 Mid-Year Market Update
For various reasons, the first half of 2022 was one of the most difficult 6 month periods for investors in several decades. If you were unable to join us for our live call yesterday, a link to the video recording is below.
Topics of discussion included:
The case for stocks, now that they are priced back to “normal".
Why this market correction feels “different”, despite the decline in stocks looking similar to past corrections.
How / why we have dramatically shifted our fixed income allocations while the Fed is shifting monetary policy.
Brief revisit on Trend/Tactical component of portfolios.
Expectations for the near term and long term.