Portfolio Resilience in the Face of Uncertainty
By Stuart Katz, Chief Investment Officer June 24, 2021 – Despite rapid and unpredictable change in the world, many investors have remained steadfastly focused on near- and medium-term performance, settling into a comfort zone of smooth market assumptions. This sense of complacency is especially concerning with current lofty valuations providing a limited margin for safety […]
For Now
June 24, 2021 Good morning, Happy Friday! That sentiment rings true for Bulls, and for fully invested Bears, as markets have quickly snapped back from last week’s post-Fed meeting sell-off. So far this week, major U.S. equity indexes are up about 2.5%, twice that for U.S. small caps and half that for international developed and […]