Turning away from the glass-half-empty mentality

Not all doom and gloom

clock • 4 min read

As we turn the page on 2022 and look with cautious optimism at 2023 for some respite in markets, investors are appraising the investment landscape with an understandable degree of trepidation.

Indeed, following the macroeconomic and geopolitical events of 2022, losses in fixed income markets were on par with those in equities, making it one of the worst years on record for balanced portfolios. Conflating this with the prospects of a global recession, the amplitude of which is yet to be fully appreciated, pessimism in markets has led investors to position themselves incredibly bearishly at the end of 2022. Fed continues to shrink rate rises with 25 basis points move This was demonstrated by recent spikes in the Chicago Board Options Exchange put/call ratio which went hayw...

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