On average, stock returns during US recessions have been negative for a globally diversified Canadian investor. Nobody wants to lose money, so it is common to wonder what can be done to avoid the potentially negative stock returns that often come with a recession.

Referenced in the video:
- The Death of Diversification Has Been Greatly Exaggerated: https://pdfs.semanticscholar.org/7a21...
- Fama-French Factors and Business Cycles: https://papers.ssrn.com/sol3/papers.c...
- Inverted Yield Curves and Expected Stock Returns: https://famafrench.dimensional.com/me...
------------------
You can follow me on
- Twitter:   / benjaminwfelix   or LinkedIn:   / benjaminwfelix  

Visit PWL Capital: https://www.pwlcapital.com/teams/pass...
PWL Capital Blog Post: https://www.pwlcapital.com/are-you-re...

Follow PWL Capital on:
- Twitter:   / pwlcapital  
- Facebook:   / pwlcapital  
- LinkedIn:   / pwl-capital  

You can find the Rational Reminder podcast on
Google Podcasts:
https://www.google.com/podcasts?feed=...
Apple Podcasts:
https://itunes.apple.com/ca/podcast/t...
Spotify Podcasts:
https://open.spotify.com/show/6RHWTH9...
------------------

#recession #benfelix #investing