Investment Q&A

We think it is a better buying opportunity than a few months ago, but the VIX is in a spot where it historically has not been overly favorable to buy the broader markets. With the VIX at 25, this is usually where the market is waiting for confirmation of either worse news (in which case the VIX would likely spike and stocks would sell off), or a rapid improvement in the current 'fear' of the market (in which case the VIX would fall and stocks could bottom). We do not necessarily need to see full clarity of the geopolitical issues being resolved, but an improvement in the narrative (potentially de-escalation), with the VIX falling below 20 would be a better signal for us to see first. 

Although, for most investors that simply want in the market, we would be comfortable buying here for a long-term holding. Top 3 growth picks include: PNG (expensive), CLS, SHOP.