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🐻 Back to Bear - How To Avoid Behavioral Mistakes During Bear Markets Thumbnail

🐻 Back to Bear - How To Avoid Behavioral Mistakes During Bear Markets

Global markets pulled back again last week following the Fed's announcement that it would tighten by another 75 basis points and keep rates higher for longer. Major indices are back to their June bear market lows, with the S&P 500 falling 23% year-to-date and the Nasdaq down 31%. Bonds have also struggled as all interest rates across the inverted yield curve have jumped, with the 2-year Treasury yield rising to 4.2% and the 10-year to 3.7% - the highest levels since 2007 and 2010, respectively. Investors have been navigating this challenging market all year, and, for many, it may feel as if there is no relief in sight.

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πŸ“‰ Yield Curve Inversion - What Is It and Why Does It Matter? Thumbnail

πŸ“‰ Yield Curve Inversion - What Is It and Why Does It Matter?

The market recovery has hit a bump due to uncertainty around interest rates and the Federal Reserve. Interest rates have driven markets all year with significant impacts on risk assets, economic growth, the housing market, energy costs, and the value of the dollar and foreign currency exchange rates. In an environment like this, market expectations matter just as much, if not more, as the actual numbers.

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🌍 How to Reduce Home-Country Bias by Investing in Global Opportunities Thumbnail

🌍 How to Reduce Home-Country Bias by Investing in Global Opportunities

As challenging as international investing has been over the past several years, it has also never been more critical. 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 a vital way to improve diversification as the global economy recovers from recent energy and inflationary shocks. How can investors maintain perspective around international investments today?

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πŸ’Έ Inflation Inflection 2.0 - With Easing Inflation, Will The Fed Pivot? Thumbnail

πŸ’Έ Inflation Inflection 2.0 - With Easing Inflation, Will The Fed Pivot?

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. This is largely in line with our Inflation Inflection note earlier this year that inflation would likely start to ease come the summer months. Stocks have rallied as markets price in hopes the Fed will pivot soon. The S&P 500 and the Nasdaq have now gained 16.7% and 22.6%, respectively, since the middle of June when oil prices peaked and the Fed began accelerating its rate hikes to fight inflation. But we’re not chasing the rally. Why? We view market expectations for a dovish pivot as premature and that a pivot will come later as the Fed is now responding to pressure to tame inflation.

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