- With inflation rising, fears that policymakers could tip economies into recession have eroded enthusiasm for stocks after three strong years.
- In this environment, equity investors must distinguish between businesses that are more likely to do well in an inflationary environment and those more vulnerable to higher prices.
- The volatile start to 2022 should serve as a wake-up call for investors. Extraordinary circumstances created by the pandemic have left many risks for investors to navigate.
For further details see:
Finding The Middle Path In Extreme Equity Markets