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Bear Markets
Firm
Author
Type
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.
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.
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.
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.