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Gold miners have been a relatively disappointing investment over the last two decades, but the rise in gold prices is improving the outlook for gold miners’ profitability. Aneeka Gupta & Jeremy Schwartz discuss the potential longevity of the current rally for gold miners.
Overall, 2022 was a tough year for equities, with value stocks being relative outperformers compared to growth stocks. Aneeka Gupta discusses value stock performance and some questions that remain on investors’ minds as we transition into 2023.
In our view, the global economy is projected to avoid a deep downturn; however, we expect to see a series of individual country recessions take shape at different points in time. Aneeka Gupta outlines the likely recessions coming to the markets both in the U.S. and abroad.