Q3 2022 Investment Outlook & Portfolio Strategy

July 21, 2022 | Market Commentary, Public Markets
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Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q2 and our outlook for the next 12-18 months.

Macroeconomic risks have intensified and reverberated across the global economy amid persistently elevated inflation that has been exacerbated by the lingering Russia-Ukraine conflict, China’s draconian efforts to suppress COVID-19, and a looming (and potentially destabilizing) monetary tightening cycle. 

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