Bernzott Capital Advisors U.S. Small Cap Value Fund Q4 2023 Commentary seekingalpha.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from seekingalpha.com Daily Mail and Mail on Sunday newspapers.
The technology industry faced challenges in 2022 due to factors such as higher interest rates, a sluggish economy, and a shift away from pandemic-related consumer habits.
Dividends have historically been an effective hedge against inflation. For example, the S&P 500 declined from 120 to 62.28 in October 1974 before eventually rising again.
Commodities are coming down from the highs they reached in the first half of 2022, on the back of Russia-Ukraine war, supply chain constraints, and the rising inflation.