Welcome to this month's second market insights note!
Economic and political risks have been soaring in recent weeks, which could trigger a pullback in the S&P 500 in the coming months. Luckily, there are still pockets of value in some high-growth and relatively out-of-favor themes, which could deliver explosive gains amid the economic and political changes ahead.
Read more to hear more about our thoughts on the Federal Reserve’s pivot, and find out what equity market themes could perform well in this environment.
