Inflation and interest rates are often discussed as market headlines. For families and business owners, they may show up first in cash flow: borrowing costs, insurance premiums, business credit lines, payroll pressure, cash reserves, and major purchase decisions.
At first glance, 2025 appears to be another strong year for markets. The MSCI ACWI Index gained 3.36% in January, and the S&P 500 is up 4.2% year-to-date, fueled by strong corporate earnings and economic resilience. Yet, the latest weekly market data suggests growing instability beneath the surface. Major U.S. indexes moved lower in mid-February, …
Market Growth Meets Rising Risks: The Impact of Policy & Sentiment Read More »
Many comfortable with passively following an equity index, grow anxious when the market pivots lower. Nervousness can lead to snap investment decisions.
Uncertainty surrounding the eventual economic impact of the coronavirus has driven market volatility higher. It’s useful to realize that volatility has been higher in the past and can still increase from here. It’s also helpful to understand that it is normal for market declines to occur at some point almost every year. February of 2020 …
Equity markets around the globe fell into correction territory on intensifying concerns about the coronavirus. On average, a correction in the U.S. stock market occurs every year or so and takes about three months to recover. Despite the concern that corrections tend to cause, they are necessary for the health of the overall market. On …
February 21, 2020 (Link to the Article or back to Perspectives) Important economic indicators have been pointing to slower growth — or worse, possible recession — in many parts of the world. It is notoriously difficult — if not impossible — to time an investment strategy to turning points in business cycles or bull and …
Slowing Growth, Speeding Outbreak. Time to Panic Yet? by SEI Read More »