Reflecting on our 2021 year-end Market Perspectives, our thesis held that 2022 could look quite a bit like 2021 — with some key differences. We noted the positives such as the economy reopening should continue, and global economic and corporate earnings growth should be above trend. The negatives: Inflationary pressures…
The restart of economic activity is real, and well underway. As this condition broadens, we remain confident in our pro-risk stance; underweighted in government bonds and a focus on increasing exposure in developed foreign markets. Yes, bond yields have fallen but we do not believe this accurately reflects the recovery. …
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