House view

Monthly spotlight Finding value and managing risk

Markets remain volatile following one of the worst single months since the bull market began in 2009. What drove the sell-off?


Deeper dive

Here is the #1 way a yield curve inversion could hurt your portfolio

If you look at the statistics, the #1 way a US yield curve inversion can hurt your portfolio is if it makes you reflexively sell stocks. But we see a number of reasons why equity investors have better things to worry about than the yield curve.

Questions we’re tracking

Is it time to increase equity exposure?

The equity bull market faces a number of risks, but corporate earnings and economic growth remain strong, financial conditions are supportive, and there are few signs of overheating.

Our preferences

We believe October’s sell-off created a buying opportunity

We also continue to hold certain counter-cyclical positions that can help protect portfolios against downside risks.

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Strong macro environment should support a healthy US holiday season

The current macro backdrop is supportive of a very healthy holiday season.

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Are you prepared? Risk scenarios to watch

Rather than belabor recent performance, now is a good time for investors to rebalance their portfolios back to their benchmarks.

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