AIVL - Taking Stock: Q2 2022 Equity Market Outlook

• A confluence of negative factors set U.S. stocks up for a difficult start to 2022. However, we see both a short- and longer-term opportunity taking shape.
• Intraday market volatility has been dramatic and stock selling has become indiscriminate, as is often the case in big market swings. We believe this has opened attractive entry points, particularly into some growth stocks that have been punished beyond what their fundamentals would imply.
• We see stock selection becoming more important as companies navigate higher inflation and rates with varying degrees of agility.

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