Market Commentaries | October 18, 2022
Q4 2022 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q3 and our outlook for the next 12-18 months.
The outlook has deteriorated amid persistently elevated inflation that has prompted an aggressive monetary policy tightening cycle. Recession risks loom large as central banks prioritize fighting inflation at all costs, regardless of the economic fallout.
Q4 2024 Investment Outlook & Portfolio Strategy