Where will most returns likely come from going forward?

December 5, 2023

In his latest Livewire Markets piece, Talaria Co-CIO Chad Padowitz outlines the reasons why given the recent interest rate hiking cycle, returns from capital growth will likely be more challenged in the near future.

“In fact, if we look at previous rate hiking cycles since WW2, on every occasion the US manufacturing index has entered a slowdown, and 12/13 times there has been an earnings recession,” Chad says.

“Time will tell this time around, but against such a backdrop income as a source of return will likely be more important than ever going forward.”

Read the full article here

You may also be interested in reading…