Reassessing the Evolving Market Landscape
As outlined in our January 2022 Outlook, we anticipated a challenging investment environment with heightened levels of volatility. The broad themes outlined at the beginning of the year – the evolving nature of the pandemic, central bankers’ balancing act and historically high inflation remain the prevailing themes. Along with the rising probability of recession, these themes will likely drive capital markets volatility throughout the second half of the year.
Access our Mid-Year Market Outlook for:
An update on our themes
Updated market forecasts
Portfolio implications