Points of View

The first quarter of 2023 generated positive returns for both stock and bond investors despite turmoil in the banking sector and the failures of Credit Suisse, Silicon Valley Bank, and Signature Bank. Inflation has drifted lower and the Federal Reserve has begun to tone down its hawkish language, suggesting an easing of monetary tightening with fewer and smaller interest rate hikes in the future. Corporate profits have remained strong, and the employment market has been surprisingly robust in the face of a gradually slowing economy.

Proxy season is the time of year when companies hold meetings to elect new board members, approve executive pay, and address the concerns of shareholders. For investors who care about the social and environmental impacts of their investments, this is an opportunity to influence company behavior for the better.

You’ve probably been reading about the collapse last week of Silicon Valley Bank (SVB) in California. Hopefully, the following commentary will answer questions that may have come up for you, and give you a sense of where things stand now.

As we move into what is already a very eventful new year, we wanted to take a moment to look back and reflect on the positive things that happened for LongView in 2022.

Last week personal finance coach Bridget Jones shared her insights on the topic as the guest host for the first webinar in LongView's 2023 series on financial empowerment. Last week's webinar, "Cultivating a Positive Money Mindset - Moving From Fear to Freedom," was all about how to overcome our limiting beliefs and identify inherited family patterns around how we approach money issues.

December 2022 marked 20 years since LongView was founded. During these two decades, we have weathered many historic challenges together. Through all these ups and downs, we have strived to maintain a steady hand, preserving and growing our clients’ portfolios by adhering to fundamental investment principles and keeping our eye on your long-term goals.

Despite challenges that environmental, social, and governance (ESG) investing faced over the last year, the outlook for women and sustainable investing in 2023 is bright.

LongView Founder David Cantor is quoted in an article by Morningstar listing 10 reasons why ESG investing is here to stay, despite recent political backlash from the right.

Global markets have left investors with few places to hide in 2022. Stubbornly high inflation has sparked the most aggressive interest rate increases by central banks in decades, contributing to concerns about recession. Nevertheless, we encourage you to hold tight, knowing that things will get better, that much of the downturn is already behind us, and that bear markets do not last forever.

Our recent webinar, "A Woman’s Guide to Financial Health and Money Confidence," offers financial strategies for every stage in life, including how to thrive in retirement.

Myths that women "just aren't that good with money," are detrimentally risk averse, and aren't interested in finance have been holding women back for too long. It's time to set the record straight.

Financial markets saw a widespread increase in volatility during the quarter, with large daily price swings. Although the global economy continues to rebound from the pandemic-induced recession, early indicators suggest that ongoing supply problems, inflation, and central bank tightening, are hampering the pace of recovery.