2022 Investment Strategy Update
The SFM Portfolio Management Team discusses the path for inflation and the economy going forward, examines a major risk for the 2nd half of 2022, and offers our rules for investing in a bear market.
The SFM Portfolio Management Team discusses the path for inflation and the economy going forward, examines a major risk for the 2nd half of 2022, and offers our rules for investing in a bear market.
Zach Jonson, Chief Investment Officer at Stack Financial Management, says that the current lack of bullish confirmation from long-term breadth and leadership indicators suggests that recent gains are more likely a bear market rally rather than the start of a new bull market .