Crossmark Global Investments' Fernandez on Markets, Strategy

The video discusses market strategies, emphasizing a balanced approach to portfolio management. It highlights the importance of using market pullbacks as opportunities to adjust positions, focusing on both growth and value stocks. The discussion also covers market uncertainties, including Federal Reserve policies and the impact of the Omicron variant. Additionally, insights into the bond market are provided, with a focus on short-duration bonds and investment-grade credit.

What are the implications of the Omicron variant on market stability?

How do current inflation expectations affect bond market strategies?

What indicators suggest that the fundamentals of the US economy are strong?