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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Principles of Long-Term Investing Resilience
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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
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Atlas’ CIO, John Ogle, takes a look at recent events in Ukraine, and offers guidance on how to navigate current markets.
By John C. Ogle | jcogle@atlaspwm.com
We, at Atlas, are very concerned about the humanitarian crisis facing the people of Ukraine, the refugees, and the neighboring countries that are struggling to provide for them. This is a disastrous situation that seems to have no defensible reason for having occurred other than the callousness of a dictatorial regime bent on conquering a territory that it wrongfully claims authority over. Few invasions of a territory in recent history have triggered the kind of international opposition that this one has. Our hearts go out to all those families affected by this, and we hope for a resolution soon.
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The Year of the Jolly Banker?
By John C. Ogle | jcogle@atlaspwm.com
As earnings are the primary long-term driver of stock prices, this is a very important reporting season, as it comes off a period of exceptional growth for profits and is perhaps heading into a period of greater difficulty in sustaining those growth rates.
