Richard Bernstein Advisors

Don't Speculate on Speculation— RBA

March 6, 2023 in IMGP Partner

The stock market rally so far this year seems based largely on speculation rather than fundamentals. While investors appear hopeful the Federal Reserve will soon return to a policy of cheap and abundant liquidity, many are ignoring the Fed’s repeated warnings to the contrary.

Read our latest insight to learn why we believe this year's market rally is just speculation and how we are positioning our portfolios for a change in leadership.

Read the full report here >>