Not out of the woods yet
Looking toward the balance of 2022, one thing is clear: We are not out of the woods yet. Both the global economy and global investment markets continue to be waylaid by familiar risks.
Our Global Investment Committee highlights several key themes to guide portfolio construction over the next six to 12 months.
- Preparing for the inflation fever to break is more than a short-term investment play.
- The bear won't be morphing into a bull anytime soon.
- Avoid getting trapped.