INSIGHTS & NEWS
Q2 2022 BIM Review
Q2 22 | SENTIMENT SOURS ON GLOBAL GROWTH
|INVESTMENT ENVIRONMENT||EQUITY MARKETS||FIXED INCOME MARKETS|
|A mid-cycle growth slowdown is upon us. The evolution of inflation, geopolitics, and consumer sentiment will influence the path forward from here.||Pullbacks are painful but precede rebounds. Sentiment is fickle and we see opportunity in businesses that can adapt to a dynamic environment.||Bond markets have priced in aggressive interest rate hikes. Central bank policy is highly data dependent driving greater
than normal volatility.