Interest Rates, Inflation, and US Dollar – Oh My!
Fear of several interest rate hikes by the Federal Reserve this year has led to a sell-off in global equities. Interest rate/balance sheet normalization, inflation, war, and the impact of a strong US dollar is a lot for investors to digest. Timing the market is a difficult and costly exercise; ACG believes that adhering to long-term, strategic asset allocation targets is the best way to navigate this challenging environment.
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