By John C. Ogle | email@example.com
It’s important to consider the methodology used by popular media outlets in reporting economic events. These outlets depend on increasing viewer numbers to attract advertisers and fund their business.
Uncertainty and optimism: looking at the global market and economy, a strong case could be made for both. In a recent video market commentary, Atlas PWM Chief Investment Officer John Ogle shared his thoughts and insights on the investing and economic landscape as 2023 begins in earnest.
We can often forecast a storm building as we see clouds forming and rolling in. We rely on weather forecasters, and the apps on our phones, to predict severity, and how much snow or rainfall we should be prepared for. Only when the storm has passed can we assess the true impact.
On December 8, 2022, the Atlas hosted webinar reviewed some key factors of market history, investor behavior, and how they relate to the current market conditions.
We at Atlas came into the year with a defensive tilt to our portfolios, but as the year has progressed, we’ve been compelled to take further actions to reduce the level of credit exposure in our bond holdings as well as to reduce our international exposure on the equity side.
At the end of the first quarter this year, concerns over profitability in general, and more specifically profit margins, were at the forefront of many investors’ minds. With energy prices rising, inflation in general, and the war in Ukraine, forecasting the profitability of companies in the quarter was especially challenging.
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