Recent Market Movements
In light of recent economic events and historical context
In this video, Tom Connelly, President, and Chief Investment Officer at Versant Capital Management discusses the global stock markets in light of recent concerns about recession and inflation. Tom provides a perspective on market downturns and recoveries in the past, why it can be perilous to try and time market movements around recessions, and some good news about valuations in some markets.
Tom Connelly, CFA, CFP, is the president and chief investment officer at Versant Capital Management. He describes his most significant professional accomplishment as “the growth and preservation of my clients’ financial nest eggs and legacies over lifetimes through one or more recession events.”
Logan Robertson is a client associate and a member of the investment team at Versant. He works with the firm’s wealth counselors to develop and deliver planning and investment analysis to help our clients build and preserve their wealth.
Disclosure: Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Versant Capital Management, Inc.), or any non-investment related content, made reference to directly or indirectly in this article will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this article serves as the receipt of, or as a substitute for, personalized investment advice from Versant Capital Management, Inc. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Versant Capital Management, Inc. is neither a law firm nor a certified public accounting firm and no portion of the article content should be construed as legal or accounting advice. If you are a Versant Capital Management, Inc. client, please remember to contact Versant Capital Management, Inc., in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. A copy of Versant Capital Management, Inc.’s current written disclosure statement discussing our advisory services and fees is available upon request.
For complete information on your tax situation, you should always consult with a qualified tax advisor. Any tax-related material contained within this article is subject to the following disclaimer required pursuant to IRS Circular 230: Any tax information contained in this communication (including any attachments) is not intended to be used and cannot be used for purposes of (i) avoiding penalties imposed under the United States Internal Revenue Code or (ii) promoting marketing or recommending to another person any tax-related matter.
