[PLUS] Dynamic Portfolio Management May 10, 2022 JC Parets From the desk of Willie Delwiche. A risk off environment persists. Leadership areas are coming under pressure as market correlations rise (as they typically do in periods of stress). We are reducing our exposure and move to the sidelines to ride out this period of volatility. Click here to access the full report. Filed Under: willie, plus, perspectives, Dynamic Portfolio Management Share Article