Helping Clients Weather The Storm

Corporate • Jul 21, 2022

What steps are you taking to help your clients during these volatile times?

Tune in as Blair Setford, VP of Product Management, sits down with Counsel’s VP of Portfolio Strategy, Paul Punzo, to discuss how the team is responding to recent market volatility, their outlook for 2022, and how client portfolios are being positioned for the markets ahead.

Highlights include:

Not expecting a recession, but if one occurs, it may be mild
Expect equities to lose more ground as the “risk-free” rate continues to rise
Value should continue to hold up better than growth
Returned to our neutral weightings on equities and fixed income
Regional equity weightings have been nudged back closer to neutral
Expect defensive sectors like consumer staples to do better than cyclicals like consumer discretionary or financials – increased weighting to multi-factor strategies to get those exposures

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