Bi-Weekly Letter: A Perspective on the 2022 Financial Markets

 April 29, 2022 |Warren Andrukow
It has been a challenging few weeks for global equity markets, with most having been relatively weak of late. There’s no one factor to blame, though inflationary pressures and the implications for central bank interest rate policy remain core issues....
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Bi-Weekly Letter: A Perspective on the 2022 Financial Markets

 April 14, 2022 |Warren Andrukow
The near-term investment outlook remains murky. There are a host of issues that investors are grappling with: the war in Ukraine, Covid-related lockdowns in China, volatility in the commodity markets, inflation at multi-decade highs, rising bond yields...
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Bi-Weekly Letter: A Perspective on the 2022 Financial Markets

 April 01, 2022 |Warren Andrukow
Volatility has been more subdued in recent weeks, as has the commodity complex, while bond yields and equity markets have continued to grind higher. The war in Ukraine has now moved into its second month. Some reports have suggested that Russia has begun...
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