Weekly Warm-up: Turn the Page but Not the Narrative

A financial market resource for the every-day investor and trader.

, , Research Reports, 0

A new year brings new investment opportunities even if the narrative isn’t changing. We still recommend a large cap defensive bias given tightening financial conditions and decelerating growth. Round it out with a barbell of small/mid cap value until valuations fully reset this Spring. A new year but same narrative, for now. Tightening monetary policy and decelerating growth supports our…

Membership Required

You must be a member to access this content.

View Membership Levels

Already a member? Log in here
Related Articles
Market Movers by TradingView




©2025 Finom Group | Website by: Ocala Website Designs LLC

Log in with your credentials

or    

Forgot your details?

Create Account