Investors have been forced to rethink nearly all of their assumptions in the past two years. In this unusually tumultuous span, the world has seen a deadly pandemic, the quickest global economic recession and rebound in memory, unprecedented monetary- and fiscal-policy contortions, supply-chain disarray, armed conflict in Europe with nuclear overtones—the list goes on.
“We live in a very turbulent time; the range of possible outcomes is so much wider now,” says Epoch Investment Partners’ co-chief investment officer, Bill Priest,…
