Markets Are Taking Volatility in Stride, Golub Says

Seaport Chief Equity Strategist Jonathan Golub says global markets are taking volatility in stride and that stocks would be lower if markets were panicking. His view suggests investor positioning remains resilient and implies limited near-term downside risk to broad equity allocations.

Analysis

Seaport Chief Equity Strategist Jonathan Golub says global markets are taking volatility in stride and that stocks would be lower if markets were panicking. His view suggests investor positioning remains resilient and implies limited near-term downside risk to broad equity allocations.