This is our final bi-weekly client letter of the year. As we plan for the year ahead, please share any feedback you may have. This week, we lean on the Global Insight 2023 Outlook and share key takeaways.

The first half of 2022 has come to a close. Needless to say, it’s been a period that most investors would like to forget. We provide some thoughts on the second half of the year.

We discuss the progress that’s been made on inflation.