Category: Market commentary
Stock market earnings season results and 2023 outlook
<p>Stocks and bonds continued their rebound in November. Chief Investment Officer, Eugene Yashin, provides key insights on today’s markets and what may lie ahead.</p>
While the economy slows, we see glimmers of progress and investment ideas to help clients
<p>Monetary policy tightening may give way to a recession, but share prices do not currently reflect that risk. Market analysts share their sector forecast and portfolio recommendations.</p>
Economy headed for a recession, but the stock market dip is a huge opportunity for investors
<p>Nobody in the stock market feels good right now, which is a sign that things could change soon. The current market drop is an overreaction which investors can exploit.</p>
Consumers prove resilient and earnings appear stronger than expected despite raging inflation
<p>Inflation remains high, yet the mighty U.S. consumer has proven resilient and earnings and projections came out stronger than had been feared.</p>
Equity markets hold up well despite mildly declining GDP
<p>The stock market took notice of the slowing economy and took off from recent lows. The bearishness on earnings remains unanimous though. </p>
Now officially: we are in bear market territory
<p>How much further can equities adjust before the trough? What will the new cycle be like? Eugene Yashin addresses the critical issues for investors in the bear market.</p>
Expansion prevails: stay cold-blooded and focused on fundamentals
<p>The US economy contracted in Q1 and retailers reading looked discouraging, but expansion prevails in 2022 and the spike in inflation is not going long-term.</p>
Look beyond volatility: markets are resilient
<p>Eugene Yashin reviews 3 themes impacting investors: inflation, rates, and earnings. What equity portfolio management strategies should investors employ?</p>
Dealing with inflation: what strategies should investors consider?
<p>The economic cycle could be at risk if the Fed tightens too much. Eugene Yashin shares what investment strategies Signet has implemented to protect clients' portfolios against inflation.</p>
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