Portfolio Investing – What is the New Normal, TFA Capital Partners Interview with John Ulrich

November, 2019

Many investment firms refer to the “new normal,” which is a term that was popularized to describe the economic conditions following the financial crisis of 2007-2008 and the aftermath of the 2008 to 2012 global recession.  The term has since been used widely to describe an environment which was previously considered unfathomable, and which is now common place.

While we believe there are some changes to what is considered “normal” that are warranted, we do not believe that investors should simply accept that certain basic tenants of the capital markets have suddenly dramatically changed.

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