3/7/2023 0 Comments Download allshare app![]() All the three coming together is an ominous sign for increased volatility.Ĭlearly, 2022 can be expected to be a far more challenging year than 2021 in terms of generating returns. From being behind the curve, the Fed is not only looking to withdraw quantitative easing (QE) by the end of March, but it is also looking at interest rate hikes and balance sheet tapering. Globally, supply-side shocks and increased money supply have led to inflationary pressures - to such an extent that the US Federal Reserve has withdrawn the term “transitory”. Hence, at this juncture, it makes a lot of sense to highlight the risks to not just investors and advisors, but also to oneself, so that when we read this, we can at least try and register the risks in our mind. The intoxicating returns have somewhat numbed investors, advisors and portfolio managers to impending risks, as every correction in hindsight has been an opportunity to buy into and compound returns. ![]() Almost anything that one bought has been a winner. The last 18-24 months have been a one-way street for markets. "Market participants with less than 12 years of experience have never been burned and have no idea how hot the stove can get" - Seth Klarman
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