Do you see any sectors or companies that might be well positioned to outperform the market going forward?

June 3, 2021

The past 12 months have taught us many lessons and reinforced a few timeless principles, one of which is the difficulty of making accurate forecasts. The headlines below should serve as a reminder of the importance of following an investment approach based on discipline and diversification rather than prediction and timing:

“Dow Closes at Record as Worries Abate”
“Oil Prices Collapse After Saudi Pledge to Boost Output”
“Coronavirus Declared Pandemic by World Health Organization”
“Dow Soars More Than 11% In Biggest One-Day Jump Since 1933”
“Record Rise in Unemployment Claims Halts Historic Run of Job Growth”
“US Stocks Turn in Worst Quarter Since 2008”
“US Stocks Close Out Best Quarter Since 1998”
“US Debt Hits Postwar Record”

More To Explore

Can AI be used to identify mispriced securities?

Active investors have long attempted to get an informational edge on markets by using artificial intelligence (AI) processes to retrieve and process data. For example,

August 2, 2023

What would a recession mean for stock returns?

Recession concerns have been a fixture in the news lately, prompting many investors to wonder about what factors go into a recession announcement and how

July 6, 2023

Should I be worried by the recent banking turmoil’s impact on the stock market?

March 2023 was a significant month for banks in the US and globally. On March 10th, Silicon Valley Bank (SIVB) succumbed to a phenomenon called

May 5, 2023

Is dividend-only stock investing a reliable strategy?

Across the advisor community, we often hear individual investors coming to their advisors infatuated with generating investment returns through high dividend-paying stocks. While this strategy

April 3, 2023