A new year brings new investment opportunities even if the narrative isn’t changing. We still recommend a large cap defensive bias given tightening financial conditions and decelerating growth. Round it out with a barbell of small/mid cap value until valuations fully reset this Spring. A new year but same narrative, for now. Tightening monetary policy and decelerating growth supports our…

This content is for Contributor Membership and Premium Membership members only.
Login Join Now

©2022 Finom Group | Website by: Ocala Website Designs LLC

Log in with your credentials

or    

Forgot your details?

Create Account