Strategies To Navigate The Market's Current Vulnerabilities

<p>Greg Swenson says the largest vulnerabilities for the U.S. equities include geopolitical volatility, inflation, fed tightening, rising rates, and signs of an economic slowdown. Given the ongoing conflict in Ukraine, he notes this presents an opportunity in defense, energy, and infrastructure, and to expect a return to higher defense spend in the U.S. and around the world. </p><p><br></p>