By John C. Ogle | jcogle@atlaspwm.com
For those of you that are familiar with this classic Dylan folk song, the title is particularly pertinent to the economy, the capital markets, and to our active approach to asset allocation.
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The Times They Are A-Changin’
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John Ogle – Market Commentary, January 2023
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.
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Principles of Long-Term Investing Resilience
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.
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Let’s Pause on Doom-Scrolling: An Examination of the Current Dynamics Affecting the Market
By John C. Ogle | jcogle@atlaspwm.com
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.
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Correction or Bear Market?
By John C. Ogle | jcogle@atlaspwm.com
We are being asked by some clients if we’re in a correction in 2022, or if it’s a bear market.
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At this time, analysts’ consensus seems to indicate that things will stabilize for the second half of 2022… Atlas’ CIO, John Ogle, shares an update on earnings reports to date.
By John C. Ogle | jcogle@atlaspwm.com
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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For over 40 years the declining interest rate environment has been a tailwind for bond investors… Atlas’ CIO, John Ogle, breaks down how inflation, fed actions, and deglobalization are impacting the markets.
By John C. Ogle | jcogle@atlaspwm.com
In recent history beginning with the financial crisis in 2007, we have seen the U.S. Fed and other global central banks inject copious amounts of capital into the economy to keep economies on the growth track.
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There is ALWAYS more to the story… Atlas’ CIO, John Ogle, breaks down what we are seeing in the current markets.
By John C. Ogle | jcogle@atlaspwm.com
It is said in the world of economics that one number does not a trend make. We think that may well be the case here. As mentioned earlier, when we entered 2022 the economy was moving ahead nicely. The 6.9% growth rate for the last quarter of 2021 was more than double the 3.4% average rate from 1948 – 2022 . So, it is important to understand that this most recent report is no more a prophecy for the coming months than the Q4 2021 report was for this year.
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The Markets ‘Through the Looking-Glass’ – A Reflection on Recent Events and Q1
By John C. Ogle | jcogle@atlaspwm.com
Atlas’ CIO, John Ogle, Takes a Look at Recent Events in Ukraine, and Shares Insight on the Current Market Volatility in his Quarterly Update
Whether you are just getting started or living in retirement, Atlas Private Wealth Management is here to provide advice, insight, and perspective.
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