Bear Markets

Markets
August 2022

Dipping a Toe in the Water 

3Fourteen Research

Warren Pies

Research

13 Pages

3Fourteen Research argues the near 25% selloff has reset valuations enough to justify cautiously re entering risk.

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Markets
July 2022

Finding a Bottom in Equities

DoubleLine

Research

9 Pages

DoubleLine Capital explains how bear market drawdowns relate to starting valuations and recession length when searching for an equity bottom.

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Markets
June 2022

Views From the Floor: Bear market now, recession looming?

Man Group

Research

5 Pages

Man Institute uses a mid 2022 issue of Views From the Floor to ask whether a bear market in equities must be followed by recession.

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Markets
March 2020

Fear And The Psychology Of Bear Markets

GMO

James Montier

Research

4 Pages

GMO explores how fear-driven psychology shapes investor behavior during bear markets, arguing that emotional responses often override rational decision-making at the worst possible times.

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