The new era of higher inflation and interest rates is already proving to be a challenging one for investors. The first quarter of 2022 was the worst one in two years for the stock market. Inflation reached 40 year highs, and in response, the Federal Reserve raised interest rates for the first time since 2018 and is signaling an aggressive policy of multiple rate hikes in the months ahead.
Then there are all the other disturbing and disruptive developments to consider: the extended impact of Covid on global growth, supply chain problems, Russia’s unprovoked war against Ukraine, and aggressive actions from China, North Korea and Iran.
How to navigate these challenges as investors is the job of this week’s guest. She is an influential strategist, Savita Subramanian who has two leading roles at BofA Global Research. She is Head of Environmental, Social, and Governance (ESG) Research, the first in that position, and the Head of U.S. Equity and Quantitative Strategy.
This is Subramanian’s first appearance on WEALTHTRACK so we will cover a lot of territory including why she believes the market is at a major inflection point.
WEALTHTRACK #1841 broadcast on April 08, 2022
More Info: http://wealthtrack.com/new-strategies-for-a-major-market-inflection-point-with-influential-strategist-savita-subramanian/
