Brinker Capital: Omicron & The Fed Upend The Markets
We think the Fed is right to assume a more hawkish stance, but we also find it interesting that commodity prices have receded while inflation has not.
We think the Fed is right to assume a more hawkish stance, but we also find it interesting that commodity prices have receded while inflation has not.
Advisors are turning increasingly to active investment strategies for their clients, particularly strategies with a strong risk-management focus.
Our portfolios reflect this assessment: having had less than usual in China, we have been topping up exposure from low levels in growth strategies.
The pandemic pushed financial advisory firms to accelerate their adoption of technology, embrace innovative tools and enable seamless experiences.
BrookstoneCM creates amazing economic commentary. This is a slightly abridged version of recent weekly thoughts that drive their investment framework.
Inflation is the only important question mark that investors need to wrestle with in the new year, but one way or another volatility will persist.
The new strain only delays the restart, and we don’t see it changing the otherwise solid picture for equities. Growth and rates are what matter.