Veronika Hirsch, Portfolio Manager, Arrow Capital, discusses how the market dynamic has changed since early February, and how the change in conditions and sentiment have affected her investment strategy.
Markets are driven by fear and greed, with recent fears centered on the perceived perils of investing when markets have just reached an all-time high. Fundamental Equities Global CIO Tony DeSpirito suggests this concern may be overblown, with historical patterns showing that investing at market highs has had little to no impact on longer-run performance outcomes.