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

The US Equity Strategy, led by Noah Weisberger, advises investors on how macro regimes, fundamentals, and market dynamics shape risk and opportunity across US equities.