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.