In this month's global insight report it highlights:
- The market, earnings, and the economy from 10,000 feet - During market-shaking events, we would look to the path of earnings to get a sense of where equity market values are headed over the next few years.
- Net zero: What will life be like in 2050? - The world is on a journey to net zero by 2050. What does net zero mean? What could this world look like? And what are the challenges to getting there?
- Global equity: Fog of war - The invasion of Ukraine has put the near-term outlook for economies and equities in flux. Still, all of our leading indicators of U.S. recession continue to indicate no such downturn is in sight. We maintain our modest Overweight in global equities.
- Global fixed income: And so it begins - Geopolitical and inflation concerns could easily factor into policymakers' decision - making calculus this month, but it may only cause them to err on the side of caution rather than knock any central bank off of its planned policy tightening course.
"How will you replace your current income in retirement?" - Jim Seyers