Growth is BACK
In this week’s stock market review, we are going to review performance results through April 4th, along with a breakdown of the investment factors that drove results over the past 12 months. We will also break down what our macroeconomic model says about future growth and inflation trends and which investment and style factors are likely to generate alpha for investors under the current macroeconomic forecast through the remaining three quarters of 2022.
- Hedge funds panicked sold during the month of March – contrarian buy?
- Slowing economic growth may portend slowing inflation and peak rates
- Pure growth style factors historically lead performance in this environment
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