In this January-June lookback, we discuss the upward trend of the financial markets, whether the current environment points to a bubble, the risk of unexpected inflation and its impact on investment portfolios, and the state of the red hot housing market. Click the videos below for in-depth analysis from Versant Capital Management’s investment team.
The financial markets have been on an upward trend since the beginning of the year. What’s responsible for this positive performance? Are there risks investors need to be concerned about? As the world moves towards a full reopening, investors are evaluating their portfolios for what may lie ahead.
In this video, Tom Connelly, chief investment officer of Versant Capital Management, discusses the markets and dives into what investors may expect going forward in 2021 and beyond.
✔️ How did the markets fare in the first half of 2021?
✔️ Are there still opportunities out there?
✔️ Does a long-term investment plan still make sense?
Extended valuations, increased retail investor participation, and market volatility from events like the failure of Archegos Capital Management are making some investors nervous. Does the current market environment suggest a bubble? Is there a potential for a widespread, systemic event like the global financial crisis?
In this video, Tom Connelly, chief investment officer of Versant Capital Management, assesses January through June 2021 market conditions and the likelihood that financial markets are in a bubble.
✔️ Are unusual levels of market speculation going on?
✔️ Are all markets exhibiting bubble-like behavior?
✔️ How are our portfolios positioned for bursting bubbles?
Higher car prices, home price appreciation, and rising commodity prices have investors worried about inflation. With the Federal Reserve maintaining easy monetary conditions and the Biden administration hoping to pass additional fiscal stimuli, the risk of unexpected inflation has increased. What are the risks of unexpected inflation and how could it impact your portfolio and financial well-being?
In this video, Tom Connelly, chief investment officer of Versant Capital Management, shares his thoughts on inflation and the accompanying risks to investors and their portfolios.
✔️ What inflation is and how does it affect you?
✔️ Are we in danger of an acceleration of inflation?
✔️ What portfolio actions should we think about taking if inflation increases?
The Red-Hot Housing Market
The US housing market remains hot because of limited inventory, low mortgage rates, and people moving away from urban centers. Home prices continue to increase, but is this rise sustainable? Is renting a better option than buying? As more people reconsider where and how they want to live, understanding the current market dynamics is essential before making such an important life change.
Brandon Yee, research analyst at Versant Capital Management shares his insight into the 2021 housing market and addresses questions on affordability.
✔️ Housing Market Update: recent price appreciation, supply & demand
✔️ Insight into the Phoenix, AZ housing market
✔️ Affordability: Home ownership versus renting
