Being smart while others are fearful
“Five Minute Macro” Video Series – October 2022
With record inflows into GICs and cash-like ETFs and mutual funds in September, many investors are running far away from risk assets. Yet heightened risk aversion is more consistent with markets bottoming than topping.
Meanwhile, Forstrong’s investment team sees value surfacing in a variety of investment classes. And, in general, yields are far higher and valuations are far lower than they were at the start of 2022.
In this episode of Forstrong’s 5 Minute Macro, host John Teskey is joined by Tyler Mordy, CEO and CIO of Forstrong Global, to discuss:
The rush into cash and currently depressed investor sentiment
The nature of financial market bottoms
Positioning clients in an inflationary environment