Coming out of the pandemic, we had to respond to the market volatility caused by rising inflation. This prompted us to pivot from a growth strategy to a value strategy across all our client portfolios. The S&P 500 dropped 19% in 2022, but our clients were protected from the pivot earlier that year.

Jay Srivatsa
Jay Srivatsa, CEO, Future Wealth LLC

https://financialanalysis.io/qa/how-do-you-pivot-portfolio-strategies-in-volatile-marke