Are we entering a time of transition? One with changes in market leadership among asset classes or individual market segments? Changes in time horizons? Changes in what investors worry about? At times like these, investors seek clarity among contrasting perspectives as they try to interpret the data that’s emerging today. In a new “Market Pulse,” Tom Wald, CIO of Transamerica Asset Management, Inc., discusses rising inflation and interest rates, COVID 19, the case for economic growth and corporate earnings, all within the context of netting out the good and not-so-good news from a volatile market.
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