"It is my view that in the long run, the fundamentals (earnings, valuations, etc.) drive stock prices, but in the short run, it’s all about emotion and sentiment."
Investors will need to consider a range of strategies to ensure their portfolios remain resilient and able to withstand any changes in the market.
... and more!
The three big themes you can’t ignore
The investment approach that works in every market cycle
Why 2023 could be the biggest buying opportunity since the GFC
Outlook for 2023: Worse macro, better markets