The SFM Portfolio Management Team examines three key macroeconomic themes heading into 2022, and answers questions about portfolio positioning for the year ahead - including specific strategies and portfolio holdings.
Jim shares stories and historical knowledge that shaped him as an investor and the lessons learned along the way. They also discuss the development of select key technical indicators and the role they play in the current market environment.
The SFM Portfolio Management Team examines the dynamics stemming from the COVID-19 pandemic, reviews current market and economic conditions, and outlines SFM portfolio positioning for the path ahead.
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