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Q1 2022 Investment Review & Outlook: First-Half Woes, Second-Half Gains

Source: Investment Team
Publish Date: Feb 2, 2022
The macro backdrop for the first half of 2022 is not very friendly and will likely feature a recalibration of asset prices to account for decelerating economic growth, high inflation readings and tightening monetary policy. The market cycle remains intact, but these near-term headwinds are likely to bring better buying opportunities that can take advantage of better tailwinds in the back half of 2022.

To read the full report, click here