Here are two short videos discussing the current market environment and how we can think about navigating it.
In short, I am feeling very cautious about the next 18-24 months and I think there’s a very good chance that this downturn is part of a more prolonged economic adjustment that involves digesting the War in Ukraine as well as the COVID boom “giveback”. This doesn’t mean you should panic though. The key to navigating this envionrment is understanding your risk profile, matching your assets/liabilities and maintaining a behaviorally robust asset allocation.
I hope these videos add some perspective.