Corporate earnings have a meaningful impact on financial markets, and the most recent reports provided insight on some emerging consumer and economic trends. As well, the persistently high inflation data continues to complicate the path forward.

The 2022 Q1 has seen increased volatility in both the equity and fixed income markets due to a wide variety of challenges. We take a closer look at how these challenges have affected our client portfolios and how we are currently positioned.

We are likely to remain in a period of elevated volatility in the near-term as developments in Europe unfold. But, history has taught us that military conflicts tend to have a market impact that is limited in magnitude and time.