Market Commentaries | July 13, 2022

Q3 2022 Investment Outlook & Portfolio Strategy

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q2 and our outlook for the next 12-18 months.

Macroeconomic risks have intensified and reverberated across the global economy amid persistently elevated inflation that has been exacerbated by the lingering Russia-Ukraine conflict, China’s draconian efforts to suppress COVID-19, and a looming (and potentially destabilizing) monetary tightening cycle.

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Market Commentaries

June 8, 2026

Global Asset Allocation Team Market Update – June 2026

Investor sentiment thrived in May, with unrelenting enthusiasm around the artificial intelligence (AI) boom and lingering hopes for a truce between the United States and Iran buttressing risk appetite.

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