Page 3 - Three Tactical News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Since the last update of our Three Tactical Rules on April 4th, financial markets continue to wrestle with inflation, rate hikes/cuts, and fears of recession.

Financial markets have been volatile all year as investors have worried about inflation, rate hikes, a banking crisis, and recession.

Progress has been made and the trend of tactical rules are moving towards a more neutral portfolio positioning, in our view.

The Fed appears on track to decelerate the pace of its rate hikes, but far from a rate cutting pivot, in our opinion.

Looking Ahead to 2022 with ‘Realistic Optimism’ Stock valuations are driven by future expectations. That mindset proved beneficial to equity investors who were willing to look towards the future with optimistic expectations for a re-opened world and the resultant economic recovery. They have been rewarded with positive returns over the past twelve months, but now that we are in recovery mode, what comes next?  Our Three Tactical Rules* shape our view as we look out over the next ninety days. Looking longer term, however, we also consider many qualitative inputs to help inform decision ma...