The CIO at a $95 billion global family office called January's gut-wrenching stock swings nearly a year ago. He lays out how investors should adjust their portfolios in a hazardous market where rallie
Business InsiderSEP 2021
US stocks have been over-sold, and then over-corrected. Investors are now sitting on piles of cash that they'll pour back into equities, paving the way for a "violent" rally in the coming months.
The rise of ETFs has fundamentally altered equity markets. Greater ETF ownership means lower overall liquidity; when there's less free capital to absorb losses, volitility rises as we saw in January. These structural changes are here to stay, as is greater volitility.
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