David Rosenberg: How to invest in equities based on signals from the bond market

As such, we believe investors should adjust down their return expectations accordingly, and focus on defensives , which have been shown to be big outperformers during similar environments in the past.

With this in mind, we looked at stock-market returns — including sectors — in the year following similar conditions in the past. As mentioned, the stock market as a whole performs very poorly, with the S&P 500 falling 1.8 per cent, on average, over the next 12 months. For reference, this compares to an average 12-month return of 7.6 per cent, representing nearly 10 percentage points of underperformance.

Business Business Latest News, Business Business Headlines

Similar News:You can also read news stories similar to this one that we have collected from other news sources.

Five things to watch for in the Canadian business world in the coming weekRussia's invasion of Ukraine has meant volatility for stock markets around the world as well as for the commodity markets. Would be nice if Calgary would ask why their company Calfrac Well services is one of the last companies still operating in Russia?
Source: CTVNews - 🏆 1. / 99 Read more »