Chief Investment Officer,
Main Street Asset Management, LLC
Erin Gibbs is the chief investment officer for Main Street Asset Management LLC. The firm provides private wealth management, investment advisory, and management consulting services to organizations and high-net-worth clients. Previously Ms. Gibbs was the equity chief investment officer of Standard & Poor's Investment Advisory Services (SPIAS) for S&P Investment Advisory Services where she was the portfolio manager on over $15 Billion of long-only equity products and oversaw all equity active portfolio strategies.
We've had several years of strong upward or downward market trends, but what about when markets meander sideways? The trifecta of fears around a possible recession, Federal Reserve missteps, and inflation are going to weigh on sentiment for many months to come. I will take a closer look at consolidation periods and resetting of valuation metrics.
While 2022 looks promising from a fundamental level, expert Erin Gibbs doesn't see volatility going away just yet. Investors can still jump at inflation records, Federal Reserve actions and further Covid variants. Investors can use the VIX to help understand what to expect from markets on a daily basis. In summary, if volatility spikes it tends to be very short lived, with big up days following those nasty down days.
There are clearly defined cycles of value and growth styles outperforming. Erin Gibbs will explain what underlying characteristics drive those cycles, what economic and market parameters suggest are most conducive for the styles to outperform, and how a core investor can leverage these cycles.