Investors have been caught off-guard with the recent spike in volatility as the most successful strategy of the last decade, selling volatility, unwinds. The fall out has been a 10% correction in equity markets. We expect volatility to persist throughout the year as this shock works its way through the financial markets, however, value is emerging--particularly in late cycle sectors like commodities and financials. We expect a rotation from growth into value over the next twelve months, and do not see a recession in 2018.
top of page
Related Posts
See AllMerriam-Webster defines the word “histrionic” as overly dramatic or emotional. This is an apt description for both the Federal Reserve...
As we assess the fixed income landscape going into 2022, it looks quite different than that of the last two years. The title of this...
TREASURIES LOG THE WORST QUARTER SINCE 1980 The first quarter was largely a continuation of the recovery from the March 2020 lows for...
bottom of page
Comments