Topic

Outlooks & Reviews

A collection of 5 posts

IVA Research

Our 2022 Scorecard

Grading my 2022 outlook

| 5 min read
IVA Research

2022: A Most Challenging Year

I’m not going to try to sugar-coat it, 2022 was an extremely challenging year for investors—particularly conservative investors. Don’t get me wrong, aggressive investors and speculators (those “investing” in crypto, for example) took it on the chin, too. But that comes with the territory. So, let’s

| 10 min read
IVA Research

2022 Month-By-Month: Market, Service and Technology Woes

Well, 2022 was not an easy year for investors. Stocks entered bear market territory. The bond market had its worst year in at least four decades as inflation reached upwards of 9% and Federal Reserve governors tightened policy more aggressively than they have in decades. Oh, and war broke out

| 5 min read
IVA Research

Just Keep Going

We enter the new year firmly in the grips of a bear market. I’m also officially on recession watch for 2023. And yet, I’m more optimistic about the prospects for stocks and bonds than I was 12 months ago. Yes, you read that correctly. The short story behind

| 16 min read
IVA Research

Taking Stock As We Set Off

If there were any doubts, they were squashed in September—investment markets are firmly in the bear’s grip. Not only are U.S. stocks roughly 25% lower than they were at the start of the year, but bonds are having their worst run in at least four decades.

| 11 min read