First Quarter 2022 Market Newsletter

Investment Management, Markets

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EXECUTIVE SUMMARY

40-year high inflation, increasing interest rates and the war in Ukraine have caused uncertainty in the stock markets.
The Federal Reserve has started raising interest rates and is expected to raise it 6 more times in 2022.
The yield curve (A graph showing interest rates of bonds of various maturities) has inverted. This is usually a harbinger of a recession. However, it has only inverted in some portions and is steep in other portions making it unclear when a recession could occur.
The drop in stocks and an 8% expected growth in corporate earnings have made stocks 10% cheaper than they were at the beginning of the year.
Stocks are a better asset class than residential real estate to grow wealth over the long term. Over the long-term, stocks have returned twice as much as residential real estate. If you had invested in a portfolio of stocks with long-term discipline and had continually added to it, you would have historically done much better than with homes. Additionally, stocks are highly liquid and can easily be a source of funds with very low transaction costs.

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