Thought Leadership Resource Center
The global capital markets have been besieged this year by an unusual and disturbing mix of headlines. Over these same months key economic measures have demonstrated resiliency, even as consumer confidence has collapsed.
Read MoreInvesting during down markets takes focus and fortitude. Most investors understand the simplified concept of “buy low and sell high”, but human nature can create doubt and frustration when you don’t see the positive returns you’d like. When looking for investment opportunities during a down market, it’s important to not only look at what and when to buy, but also how. Here are several investment strategies to consider.
Read MoreFor many, 2021 proved to be a difficult year. The battle with the COVID pandemic dragged on even with readily available vaccines and developing therapeutics. Variants of the virus have emerged, and the economic recovery coming out of the pandemic’s peak has remained uneven with several start / stop phases along the way. This has broadly disrupted the production and supply of goods and services, while inflationary pressures have surged.
Read MoreAs the year comes to an end, Clearwater Capital’s CEO and Chief Investment Strategist, John Chapman, offers an extended point of view on the U.S. economy and equity markets in this final Private Client Letter for 2021. Our Outlook 2022 report is scheduled for publication in January.
Read MoreSeptember lived up to its historical reputation for being a volatile and stressful month for equity performance. The S&P 500 finished the month down 4.8% marking its worst month since November 2020 and the index closed over 5% below its record high for the first time this year.
Read MoreThe coronavirus (COVID 19) breakout has been a fascinating real life case study of behavioral finance and the effect it can have on investors, particularly those operating outside of a trusted advisor relationship. Behavioral finance is the field of study that looks at investor psychology as it relates to money. It reveals the many pitfalls and fallacies the brain is vulnerable to when dealing with decisions specifically relating to money or investments. It is no secret that people, in general, are not great at investing. Emotions can be powerful and counter productive. Separating one’s feelings from the facts is a high hurdle for many Americans, leading many to doing the exact wrong things at the worst times.
Read MoreDisclosures:
THIS COMMENTARY HAS BEEN PREPARED BY CLEARWATER CAPITAL PARTNERS. THE OPINIONS VOICED IN THIS MATERIAL ARE FOR GENERAL INFORMATION ONLY AND ARE NOT INTENDED TO PROVIDE OR BE CONSTRUED AS PROVIDING LEGAL, ACCOUNTING, OR SPECIFIC INVESTMENT ADVICE OR RECOMMENDATIONS FOR ANY INDIVIDUAL. ALL ECONOMIC DATA IS DERIVED FROM PUBLIC SOURCES BELIEVED TO BE RELIABLE. TO DETERMINE WHICH INVESTMENTS MAY BE APPROPRIATE FOR YOU, PLEASE CONSULT WITH US PRIOR TO INVESTING. INVESTING INVOLVES RISK WHICH MAY INCLUDE LOSS OF PRINCIPAL. This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities, insurance products, or to adopt any investment strategy. The opinions expressed are as of the date of writing and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Clearwater Capital Partners to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Past performance is no guarantee of future results. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. Investment involves risks. International investing involves additional risks, including risks related to foreign currency, limited liquidity, less government regulation and the possibility of substantial volatility due to adverse political, economic or other developments. Index performance is shown for illustrative purposes only. You cannot invest directly in an index. S&P 500 is a registered trademark of Standard & Poor’s Financial Services, a division of S&P Global (“S&P”) DOW JONES, DJ, DJIA and DOW JONES INDUSTRIAL AVERAGE are registered trademarks of Dow Jones Trademark Holdings (“Dow Jones”). The two main risks related to fixed-income investing are interest rate risk and credit risk. Typically, when interest rates rise, there is a corresponding decline in the market value of bonds. Credit risk refers to the possibility that the issuer of the bond will not be able to make principal and interest payments.
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