“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?