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