Weak market periods and low investment returns. 2022 was a year of dramatic selloffs in both the stock and bond markets. Bonds, hit by extraordinary losses at a level not seen since 1842, failed to offset the stock market’s painful 18.1% decline. While investors focus on recession, interest rates, and inflation, there may be a more concerning issue for the long-term investor. What if we are heading into an extended period of weak market returns? In our latest InvestEd video, Mark Armbruster, CFA, and Chris Cebula, CPA, discuss the current economic environment and academic research to explore the possibility of persistent low returns and provide some ideas on portfolio resiliency in weak market periods.
Watch the companion video – Bull Market: Making the Case