If 2021 was the party, this year has certainly been the hangover.
The 60/40 portfolio is on track for its worst performance since 1931 and the S&P 500 its worst since 2008.
Just as it was unsexy to be long commodities in 2020, to us it feels unsexy to be long in general, as it has become inherently unpopular to be positive.
Our insights for this quarter includes a deeper dive into current market sentiment, where we think investors should be looking and Josh Derrington our CIO discusses the coffee can investment philosophy.
As always, please feel free to share your thoughts and feedback with the team.
To read the full article subscribe today.