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In this week’s stock market update, we’re going to review our performance year-to-date and how we’re navigating the intensifying stock market civil war that has been taking place between the deflationists and those that see inflation as the emerging trend.  As we traverse this challenging environment, our focus is on using data to position the portfolio in economically sensitive stocks that will benefit from a strengthening economic recovery.

Key takeaways:

  1. Inflation appears somewhat sticky as wages move upward
  2. Interest rates are oversold and are poised to rise  
  3. Economically sensitive stocks outperform when GDP and interest rates move

Robert Reaburn:  Executive Vice President and Head of Wealth Management at LifePro Asset Management.