Author: James Liu, CFA. Founder and Head of Research, Clearnomics For long-term investors, facing periods of geopolitical risk is unavoidable. Headlines on regional and global conflicts can be alarming since they are unlike the typical flow of business and market news. These events are also difficult to analyze and their outcomes challenging to predict. Of course, this doesn't stop many short-term traders from talking about "buying the invasion," betting on oil prices, and trying to...
The economy is growing at a healthy pace as we approach the second anniversary of the pandemic-driven recession. Despite the many challenges facing markets, from inflation to Fed rate hikes, a growing economy provides a foundation for long run market returns. After one of the worst-performing months on record, with the NASDAQ still in correction territory, how can investors stay focused on trends rather than day-to-day market swings?
Author: James Liu, CFA. Founder and Head of Research, Clearnomics Inflation continues to be a hot topic for investors as markets adapt to worsening supply chain disruptions. However, not all inflation is the same and today's environment requires a clear understanding of what's driving prices higher. More importantly, this can affect portfolios and financial plans in different ways. How should investors react to today's inflation rates with the right perspective? All investors understand that the...