1Q 2022 Capital Markets Update

by | Apr 30, 2022 | Commentary, Research

1Q 2022 saw war in Ukraine increase volatility and negatively impact most markets except for some commodities, inflation continue to increase, economic growth moderate, and short-term yields rise causing the yield curve to invert at times. We examine these themes in the context of portfolio positioning in greater detail in the document.

Read or download our 1Q 2022 Capital Markets Update [PDF]