Volatility is here to stay, says Jim Lowell of Advisor Investments. Jim gives reasons for volatility such as COVID variants, issues of whether or not we are going to see more stimulus from the government, as well as geopolitical issues. He points out that inflation, consumer spending, savings, borrowing, and jobs need to be watched closely. He addresses the macro theme of ESG investing and a contrarian bet of healthcare. He gives his thoughts on potential rate hikes.
22 Dec 2021