March 7, 2025 - 18:30
Recent fluctuations in the stock market have sparked discussions regarding the trajectory of U.S. economic growth, prompting investors to reevaluate their investment strategies. Portfolio manager Brian Mulberry highlights that the current market volatility may stem more from uncertainty rather than an imminent growth scare. He notes, "A lot of the volatility is trying to answer the question, 'is this really a growth scare or is it just simply that there's some uncertainty on the path for future growth?'"
As uncertainty looms, many investors are shifting their focus away from higher-risk sectors, such as consumer discretionary and technology. Instead, they are seeking better valuations in more stable areas of the market. Mulberry's insights suggest a strategic pivot, where investors are increasingly de-risking their portfolios in response to the unpredictable economic landscape. This trend reflects a cautious approach as market participants navigate the complexities of current economic signals and strive for more secure investment opportunities.
