Managing your Investment Portfolio Through a Recession
listen now
Investment strategies through an economic recession
From media outlets to friends and coworkers, chances are you’ve heard lots of buzz about a recession and the big question “Is a recession coming?”. The truth is however, that a lot of uncertainty remains, and we can’t predict if or when we will enter a recession in Canada.
As an Empowered Investor, it’s essential to understand the current economic context and how a recession could impact your investment portfolio. As financial advisors, we are here to help you move forward confidently and today are discussing the looming possibility of a recession and how you can successfully manage your money through uncertain financial times.
In this episode, Marcelo and Keith talk about the defining factors of a recession, what it means for Canadian investors, what we can learn from past recessions (such as the 2008 Recession), the relationship between recessions and inflation, our recommendations for winning investment strategies through recessions, and so much more.
Thank you for listening!
What is a recession?
- The definition of a recession and critical indicators that must be present (2:37)
- Why a recession wasn’t declared despite declining GDP growth in the United States this year (4:14)
- What it means for the stock market to be a leading indicator of the economy (5:58)
- Major economic themes and risks we’re facing in 2022 (9:08)
- Historical trends around stock market performance before, during, and after a recession (11:58)
- Timing and why you shouldn’t wait for the market to improve before you invest (14:18)
- Coming to terms with being in a recession (16:48)
- The relationship between inflation and recessions (17:54)
- Why it’s not worth it to trade through recessions (19:08)
- The psychological aspect of living through difficult financial times (21:32)
- Favorable market trends right now (27:03)
- Top five considerations for managing your investment portfolio through recessions (28:19)
- And much more!
Thanks for Listening!
Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at lawrence@tma-invest.com or 514-695-0096 ext.112 Follow Tulett, Matthews & Associates on social media on LinkedIn, Facebook, and more! Follow The Empowered Investor on Facebook, LinkedIn, and Instagram
Related Episodes

Building Confidence Through Annual Review Meetings
Effective client meetings are about transparency and empowering investors to move forward confidently and with a clear vision of their financial future.

2022 Financial Year in Review and Looking Ahead for 2023
Investors who maintained perspective and long-term discipline by committing to a fundamentally sound investment plan were able to weather through the periods of market uncertainty and stay on the path to building wealth.

Are rising interest rates a curse or a blessing?
2022 has been a challenging year for Canadian investors; inflation is higher, interest rates have been going up, bonds are down, and stocks have been volatile. Typically, bonds have sheltered investors in periods of uncertainty. This hasn’t been the case this year.
Stay up to date with the latest episodes and posts
Follow Us

Connect
Visit Us
3535 St-Charles Blvd.
Suite 703
Kirkland, Quebec
H9H 5B9
Connect
© Copyright 2023 | Tulett, Matthews & Associates Conflict of Interest Disclosure Privacy Policy Legal