A message from Edge Investment Solution's Damon Walker:
Follow us on Facebook: Edge Investment Solutions
Follow us on Instagram: Edge Investment Solutions
Follow us on Twitter: Edge Investment Solutions
Chart of the Week
Easing Omicron risks, a tight labor market, and elevated inflation have prompted the Fed to begin normalizing monetary policy. While market repricing is expected, we believe risk assets may still post positive returns in the year ahead. Over the past nine Fed hiking cycles, equities and commodities have outperformed bonds, and delivered at least mid-single digit returns, on average. We favor risk assets in an environment of supportive growth and low real rate.
Source: Datastream, Haver Analytics, Kenneth French, Goldman Sachs GIR