There are a handful of indications of some slowing in the U.S. economy so is the recent stock rally warranted?
Retail investors often panic at times when the market is selling off and then buy back in after the market has rebounded. Buying high and selling low doesn’t lead to market level returns. How long, then, is necessary to achieve long-run returns?
During periods of market volatility, some investors panic, while most investors just hold on tight and do nothing. However, these periods allow active managers to distinguish themselves by taking advantage of select opportunities.
All emerging markets are not the same. Country selection, as well as drilling down to the company level can often bring additional investment opportunities.