As he anticipated in the last quarterly letter, the equity market in 2022 has already begun to keep investors on their toes. Walter Todd, President and Chief Investment Officer, discusses the factors impacting that recent volatility such as the Omicron variant, the geopolitical environment, and the upcoming Federal Reserve meeting.
“The nature of equity markets is that they do go down and up….we are evaluating the nature of the slowdown in the economy at this point to determine if this is something that is perhaps longer lasting than the short term disruptions created by Omicron.”
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