Jurrien Timmer, Director of Global Macro, is back for his weekly appearance. Among other topics, Jurrien shares how the U.S. Federal Reserve has accelerated monetary policy more than usual, leading to an expected volatile change of hands towards value equities and lower volatility assets. Also as a result of the past stimulus packages Jurrien explains that the high volatility environment over the last year has caused growth equities to appreciate significantly. With the higher rates we are now seeing a reversion to this mean. Please head to @TimmerFidelity on Twitter to follow along with Jurrien’s charts.

Recorded on January 10, 2022.

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