INSIGHTS & NEWS
Q1 2022 BIM Review
Q1 22 | EASTERN EUROPE AND THE FED TAKE CENTRAL STAGE
|INVESTMENT ENVIRONMENT||EQUITY MARKETS||FIXED INCOME MARKETS|
|Fed is behind the curve, but the hiking cycle is now underway and future policy
must navigate both high inflation and growth risks.
|A geopolitical curveball boosts commodities but cools growth expectations.
Resource heavy indices grab the spotlight.
|Hawkish rhetoric implies that policy normalization will proceed at a rapid pace. A large uptick in interest rates hurt bonds in the quarter.|