Portfolio Manager George Cipolloni Discusses Market Turbulence, Consumer Confidence and Growth to Value Rotation on Reuters “Market Talk”
March 21, 2025
Portfolio Manager George Cipolloni joined Reuters Market Talk to analyze the decline in consumer sentiment, highlighting weakening spending, market volatility and uncertainty around inflation and policy decisions. He also discussed the recession risks, noting shifts from growth to value stocks, rising investor caution and Fed expectations suggest growing economic concerns.
Watch George’s full interview on Reuters here.
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