by Kavan Choksi

The year began in the middle of a historic rate hiking cycle aimed at taming inflation. The stress of higher rates seemed to portend an inflection point in the economy. In the first quarter, a series of bank failures threatened system-wide contagion. Tremors in the banking system fueled recessionary fears, which were amplified by slowing US GDP growth. The soft landing eyed by the Federal Reserve and hoped for by optimistic investors started seeming less likely.

By Kavan Choksi

In a surprise move that shocked markets, the Bank of Japan tweaked its yield curve control (YCC) policy by doubling the cap on bond yields from 0.25% to 0.5% at its latest policy meeting on December 20.

By Kavan Choksi

This year’s US midterm elections arrived at a precarious economic moment amid rampant inflation and recessionary fears. The results of the election will not likely cure the macroeconomic issues; however, the market has usually performed better in the six months following a midterm election than it did in the six months leading up to it.

By Kavan Choksi

The appointment of Rishi Sunak as prime minister on October 25 marked another rapid development in a tumultuous period for the UK government. At a time of surging inflation and a European energy crisis, Liz Truss’ ill-fated PM tenure was brief– the shortest in British history – but highly consequential.

By Kavan Choksi

During times of such high volatility, many investors opt to sit on the sidelines and wait for the storms to pass. But there are more proactive strategies you can put to work in order to grow your investments during turbulent times.