Chief Investment Officer Scott Glasser provides perspective on the January market selloff, explaining how reduced liquidity, inflation and supply chain issues are causing an adjustment period for equities. He also highlights the many positives supporting the economy that have the potential to offset cost pressures and monetary tightening by the Fed.
Finding Value Beyond the AI Rally
A strong global equity rebound masked uneven leadership, creating opportunities in companies tied to energy security, grid modernization and industrial capex.