Portfolio Manager Predicts Imminent Recession Based on Indicators.

by | Jun 12, 2023 | Recession News | 8 comments

Portfolio Manager Predicts Imminent Recession Based on Indicators.




Colin Stewart, CEO and portfolio manager at JC Clark Limited, joins BNN Bloomberg to discuss negotiations around the debt ceiling and a looming recession in the U.S. and Canada.

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As the world economy continues to face unprecedented challenges, all signs are pointing to a recession looming on the horizon. That’s according to a portfolio manager who is closely watching the financial markets and economic indicators.

There are multiple indications that a recession could be on the way, including global trade tensions, slowing economic growth, and geopolitical risks. The ongoing trade war between the United States and China has created uncertainty for businesses and investors alike, causing market volatility and leading to slower growth in both countries.

Another factor is the inverted yield curve, which occurs when short-term interest rates are higher than long-term rates. This unusual phenomenon has preceded every U.S. recession in the past 50 years. In addition, consumer confidence and business investment have been falling, with businesses holding off on hiring and capital expenditures amid the uncertainty.

The portfolio manager warns that investors need to start preparing for a potential recession and adjust their portfolios accordingly. This may include reducing exposure to risky assets and increasing the allocation to more defensive sectors such as utilities and healthcare.

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The manager also advises against taking on excessive debt during these uncertain times. With interest rates likely to stay low for the foreseeable future, borrowers may be tempted to take on more debt than they can handle, but this could lead to financial instability in the event of a recession.

It’s important to note that the timing and severity of a recession are difficult to predict, and it’s possible that the global economy could avoid one altogether. However, investors should be aware of the signs pointing to a potential downturn and take steps to safeguard their portfolios and finances accordingly.

In conclusion, the current economic landscape is fraught with challenges and uncertainties, and it’s clear that a recession could be on the horizon. As investors, we need to stay vigilant and take appropriate action to protect our financial well-being and prepare for a potential downturn.

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8 Comments

  1. Kathryn Finch

    With the current economic crisis What's the best way to make money from crypto investing?

  2. Jentor niño s. Ballen

    Dad people Ako sa LAHAT Ng yari sa Buhay ko masaklap na to kakahiya buhay ko talaga sa tao na Ng hirap ka nasira pa Buhay mo

  3. Elena Sampras

    Thanks bud for keepin us financially Educated! Regardless of how bad it gets on the economy, I still make over $22,000 every single week..

  4. jon henri

    if there's a recession coming, it's because retailers have raised the prices on everything and people are tired of being ripped off. take the car manufacturers for instance, just ripping people off any which way they can, would love to see them crawl back to the government for bail outs again and government say screw you. going to the grocery store is really depressing. etc… I could go on and on.

  5. DRIVELINE Auto and Tech Reviews

    I can tell you that the restaurant industry is facing slowdowns in demand also. Even fast food is down compared to last year. In general less people are going out as frequently as last year as it is too expensive

  6. Dragan

    Winter is coming

  7. Alex

    We're already in a recession

  8. Fj Skj

    Spending is still strong at the malls and what not. People arent reading the writings on the wall.

    Maybe Im too conservative with my finances but godamn borrowing rates is pretty high and this amount of spending it mind-blowing especially in the RE market

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