A correlation seems to exist between the
patience of investors and access to information

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We often find the best opportunities present themselves when others are fearful

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As the saying goes, “You never know you’re in a bubble until it bursts”

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There has been a meaningful shift in
investors’ interest rate expectations

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At times great companies might not be great investments

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Growing confidence that inflation in the US and Europe has peaked, with data showing both consumer and producer prices coming in below expectations, boosted markets

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It seems, inflation has likely peaked and is expected to fall materially this year

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Heightened emotions often cloud judgement and can lead to irrational decision making

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Risk is integral to investing; it is ultimately what determines returns

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Inflation, monetary policy tightening, supply chain disruption, fears of recession, remain the dominant themes as we enter 2023

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