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The rapid acceleration in inflation has investor fears heating up. We look at what this spike means for equity performance and portfolio positioning.
While higher rates will eat into corporate profits, we explain why they won’t be the make-or-break factor for U.S. equity performance.
As the Fed settles in for the long haul, we look at what’s behind the Fed’s thinking, the fiscal stimulus taking shape, and the impact for investors.
While it could be a bumpy ride ahead, the greatest deteriorations in economic conditions and equity markets are likely in the rearview mirror.
If you have any questions about these articles or would like to have a conversation about your portfolio, please reach out to us. We would be happy to talk with you.
