Stocks Have Rewarded Investors over the Long Term
Stocks and bonds have rewarded investors who can look past the headlines and remain disciplined over the long term.
Stocks and bonds have rewarded investors who can look past the headlines and remain disciplined over the long term.
President Trump unveiled his plan to impose baseline, and in some cases, reciprocal tariffs on all imported goods to the United States. The tariff rates were more aggressive than most investors expected, causing an abrupt response from the markets.
Investing doesn’t have to be a harrowing, white-knuckle experience. A few simple reminders and the help of an investment professional can give you the confidence to ride out the rough patches.
One of the concerns arising from tariff talks is the possibility of stagflation, or the combination of rising inflation and an economic contraction. But should investors act on this concern with their investments?
US small value stocks underperformed large growth stocks by about 4.5% per year over the past five years. Some investors have asked what went wrong with small value to garner such underperformance. Looking at returns over this period compared to the long term, we see the story is more about what went anomalously right for large growth.
Perspectives on markets and economic conditions in Q4.