Ethan Davitt

Investors should maintain involvement in U.S. equity markets as there is nowhere else to be in a high inflation environment, with money market funds on the sidelines providing a bid; banks remain attractive due to strong balance sheets, diversification, and resilience through past storms, poised to benefit when rates eventually fall.

Investors should maintain involvement in U.S. equity markets as there is nowhere else to be in a high inflation environment, with money market funds on the sidelines providing a bid; banks remain attractive due to strong balance sheets, diversification, and resilience through past storms, poised to benefit when rates eventually fall.

A stable allocation to fixed income should be maintained in portfolios as a deflation hedge, ballast, income stream, and diversifier, despite not being tactically very attractive at the moment.