2022 Q2 Market Update

April 11, 2022 | Jim Noble


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Are we staring at a 2023 recession? In this 9 minute podcast, we review the challenging start in 2022, our shift from a sizably bullish outlook at end of 2021 Q4 to a riskier outlook today, and most recently, a yield curve inversion and its effects.

We also discuss our views on positioning particularly around geography & style.

 

2022-Q2 Market Update on Vimeo