2022 midyear outlook
Crossing this midyear milestone may elicit a symbolic sigh of relief, but turning a calendar page doesn’t alter market realities or address the matter of how best to position portfolios for the next six months and beyond. Our Global Investment Committee highlights several key themes to guide portfolio construction over the next six to 12 months.
- Fixed income credit over equities
- Cautiously add back duration
- Real assets remain compelling
- Public assets should pave the way