Macro Outlook For U.S. Equities: BBY, AAPL, AMZN

With continued inflation pressures and supply chain disruptions on top of four projected rate hikes this year, 2022 has a high chance of being just as – if not more so – volatile than 2021 says Janet Alvarez. That’s why she recommends investors be more selective than ever in building and managing their portfolios. Here Alvarez discusses various themes she sees benefitting from current economic conditions like ESG investing trends, commodities and consumer stocks like Best Buy (BBY), Apple (AAPL) and Amazon (AMZN).