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Quarterly Commentary Letter – Q2 2022: Switchback of Fear
July 22, 2022
The second quarter of 2022 was when reality sank in. Might we be headed back to the future, when inflation – and the fight to curb it – dominated the macro background? A slowdown is inevitably coming. Can the Fed, against the odds, succeed in cooling the economy sufficiently to bring down inflation without a sharp rise in unemployment?
Quarterly Commentary Letter – Q1 2022: When the World Changed
April 22, 2022
The beginning of 2022 was a time of firsts. War in Europe, inflation at 40-year highs, and the start of a monetary tightening cycle across major economies coincided to knock equity markets back and trigger a sharp correction in bond prices in Q1. Looking ahead, investor caution remains warranted, but opportunities can, nevertheless, be found.
Quarterly Commentary Letter – Q4 2021: When the Good Times Still Rolled
January 27, 2022
Markets ended the second pandemic year on a high note. Buoyed by a bounce back in US GDP growth in Q4 and continued strong earnings, equities notched up new record highs. Many Americans hoped that the reopening of theaters, some offices, and businesses would allow for a more normal 2022. They were wrong.