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SUMMARY We believe bull markets inevitably involve corrections. In our view, a ‘healthy’ correction is one where pullbacks are contained to less than half of the advance. We believe the markets are going through a ‘healthy’ correction, but we remain vigilant as these important levels are being tested. Ukraine Tensions and Higher Rates Will LikelyRead More
Recent volatility around earnings headlines obscures underlying earnings power, in our view.
The economy is experiencing a strong recovery with unusually high wage and inflation growth, in our view.
In our Base Case, we believe US stocks generate positive returns in ‘22 but with more volatility. We start the year overweight US equities.
Every year around this time, the RiverFront Investment Team looks to communicate our thoughts for the coming year.