What Our Clients Are Asking: The "Snakes-And-Ladders" Webcast Follow-Up

31 Oct 2022

by Irene Tunkel, Chief Strategist

This Fed is a single mandate Fed which won’t consider the job done until inflation reaches a 2% target. Concerns about slowing growth will displace concerns about inflation. Equities will bottom shortly before economic growth bottoms. Until then we recommend a defensive portfolio tilt, and offer a few tactical and strategic ideas for the overweights.

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BCA Research | US Equity Strategy

Offers a unique sector and style allocation framework that blends macroeconomic, fundamental, and technical analysis to provide clients with actionable investment recommendations.