Quarterly investment perspective Navigating a Complex Market Environment

Holly H. MacDonald

Jul 01, 2022
Download PDF

Numerous shocks to the economy and markets have created one of the most complicated investment environments in decades. In our latest Quarterly Investment Perspective, we examine inflation trends, the likely impact of central bank policy responses, and the implications for economic growth and financial markets, as well as our investment approach and portfolio positioning.

 

 

Chief Investment Officer
Principal and Co-Portfolio Manager