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2022 Summer Outlook:


Our Key Takeaways:

  • Inflation & the Federal Reserve's actions to calm inflation
  • What has caused market volatility in 2022
  • Where our firm sees markets for the rest of 2022
  • Are we in a recession and what indicators our firm watches to monitor recession risk
  • How our firm is positioning for market volatility

Q2 Economic Update:

Our Key Takeaways:

  • Overall, it was a calm quarter with above average returns for equities and risk assets
  • Inflation fears receded, enabling long-term bonds to perform well
  • The economy continues to gradually normalize as we continue recovering from the pandemic

State of the Markets:

Our Key Takeaways:

  • How stocks performed in 2020
  • What drove market performance in 2020
  • The new presidency and the effects on the economy
  • Where are we now?
  • Financial forecast for 2021

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