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Market & Portfolio Review: 3-17-22

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Peak Rates?

After months of waiting and trepidation, the Federal Reserve officially raised the Federal Policy rate for the first time since December 2018. While the media focuses on how many times the Federal Reserve will increase rates over the next 12 months, we believe that the market has also already priced in 7 rate hikes. Our job as investors is to estimate the policy rate path after seven rate hikes and what that means for asset prices and portfolio construction.

In this week’s market update, we are going to focus on the path of economic growth and inflation throughout 2022 and what it means for the future direction of interest rate policy and asset prices.

Key Takeaways

  1. The market has priced in 6-7 interest rate increases.
  2. Economic growth and inflation are beginning to SLOW
  3.  As growth slows, invest in secular growth assets 

The information here is presented by licensed professionals and not specific to any individual’s personal circumstances. Investment advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. Investments involve risk and are not guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal any historical performance. Discussion of any specific stocks are based on objective, non-performance criteria and such discussion neither serves as a recommendation nor as the receipt of, or a substitute for, personalized advice. Due to various factors, including changing market conditions, such discussion of positions and/or recommendations may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Advisor, or from any other investment professional. Forward-looking statements such as “anticipate,” “believe,” “estimate,” “expect,” “intend,” “plan,” are based on management’s views and assumptions at the time such statements were originally made and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. LifePro Asset Management does not undertake any obligation to correct or update any forward-looking statements on the LPAM Site.

Robert Reaburn

Robert Reaburn

Robert Reaburn is the Executive Vice President and Head of Wealth Management at LifePro Asset Management. He works with financial advisors building diverse financial portfolios that best empower their clients with a lifetime of financial security.

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