Morningstar Managed Portfolios: Worried About a Market Downturn? Remember Your Goals.
It's important for investors to reflect on their own experience with risk. One helpful way of doing so is to distinguish between small and large risk.
It's important for investors to reflect on their own experience with risk. One helpful way of doing so is to distinguish between small and large risk.
For passive buy-and-hold investors, a singular market event like the 2008 crash can push retirement dates back while drawdowns are resolved.
Our biggest concern about the Fed and the equity markets continues to be that investors may not be grasping the scale of the inflation problem.
Coupling the Big Tech stocks can be dangerous when you assume that size equals quality and growth can cover for a brittle balance sheet. We don't.
Rotations between growth and value stocks have gotten violent as the Fed steps up. But unless you're a market timer, the middle road is more reliable.
Inflation became a significant issue in 2021, but what's ahead? The Invesco team expects a correction, geopolitical crisis and a Fed surprise coming.