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.

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