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.
Rate Reversal Rewrites Growth Playbook
Geopolitical shocks stalled global equity momentum, with value holding up much better than growth as inflation risks rose and monetary policy grew hawkish.