Why it’s so hard to pick the market direction right now

In a recent interview, Peter Switzer asked me if I was a bull or a bear. It’s a simple question, but one that requires a nuanced response. Because these are complex and unprecedented times for investors.

Had Peter asked me that question prior to February, I would have said a bear. During the sell-off, we were much more bullish, and in fact we spoke to many of our clients suggesting they speak with their advisers about adding to their investments in equities.

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