“Exposure to the strong consumer and the strong corporate climate are critically important opportunities for today’s investors.”
–Joe Terranova, Chief Market Strategist,
Virtus Investment Partners
This edition includes insights on a variety of topics including:
- The impact of supply challenges on inflation
- How monetary policy response could help alleviate supply-side pressures
- Long-term investing in the current environment
- Rebalancing toward energy and quality companies
- Consumer strength is driving the market
- The overlooked recovery in real estate
- A demographic tsunami of demand
- A correction or a bear market?
