Seasonality

The business and financial world have pithy little sayings – “The January Effect”, “June Gloom” and among the oldest and most oft-repeated: “Sell in May and go away” –  all of which are worth investigating as an investor.

These adages revolve around the concept of market seasonality – where sectors/stocks/indices and the economy are influenced by weather events (temperature in winter vs. summer, probability of inclement conditions, etc.) and calendar events (quarterly reporting expectations, announcements, etc.). 

For this week’s podcast, Jeff Powell and Jeremy Witbeck discuss the effects of seasonality when analyzing markets from a fundamental point of view, as it can have a big impact on an investor’s portfolio.

Jeff Powell | CIO, Managing Partner
Jeff Powell | CIO, Managing Partner
Jeremy Witbeck | Partner
Jeremy Witbeck | Partner