Investors would be well served to have +50% of equity assets in The S&P 500 and Nasdaq 100 ETF/Funds for diversity.
JPMorgan’s Marko Kolanovic said Monday the worst of the Russia-Ukraine sell-off might be over. “The Russia/Ukraine crisis will continue to produce market volatility, but the direct impact on corporate earnings should be small. Indirect risks are more substantial, given effects of higher commodity prices on inflation, growth, and consumers,” Kolanovic said in a Monday afternoon note. “However, one silver lining is that the crisis forced a dovish reassessment of the Fed by the market.”
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