Market Comment   |   Jul 13, 2022

Q3 2022 Investment Outlook & Portfolio Strategy

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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