Market Commentaries | January 12, 2022
Q1 2022 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q4 and our outlook for the next 12-18 months.
The global economic recovery has lingered on, even in the wake of sporadic virus outbreaks. Inflationary pressures have proven increasingly persistent, which has prompted central banks to accelerate their plans to withdraw emergency-era support.
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The third quarter ended on a softer note, with unrelenting concerns about elevated oil prices, sticky inflation, and the subsequent spike in bond yields weighing on financial market valuations and investor sentiment.
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