As we approach the first half of 2022, volatility is back with a vengeance. This follows an unusually tranquil 2021 where markets seemed to only glide upwards.

We recently assembled a great group of colleagues to discuss the recent volatility, market conditions and how we are positioning client portfolios. Sidney Ahl, Erika Pagel, Ryan Myerberg and Joe Pasqualichio recorded a webcast that analyze topics that are top of mind for investors in the current environment.

CIO Perspectives Webcast,  A Soft Landing, or More Volatility Ahead?  

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The themes and topics discussed include:
  • Inflation and the macroeconomic backdrop, including what the latest data tell us about whether recession or staglfation may lie ahead.
  • What the various phases of downside moves in equities might look like.
  • Trends and potential opportunities in the technology sector, which has faced meaningful headwinds in a rising-rate environment.
  • Decoding the consumer sector, which has seen declining consumer sentiment even as job availability and savings remain very strong.
  • Opportunities that recent dislocations may present to long-term investors and how we are positioned for them.

As always, we welcome your thoughts, feedback and questions. We look forward to discussing these topics with you in the coming weeks. 

Speakers: Sidney Ahl, Erika Pagel, Ryan Myerberg and Joe Pasqualichio. 

Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report

Our new publication “Outlook 2022: Inflection Points” by Sid Ahl, Erika Pagel, Taylor Graff and J.R. Rodrigo is now available. This year’s report examines several issues that the team is monitoring as we head into 2022.  Read more >

CIO Roundtable: Inflation Greenflation and Tech Regulation

We discuss how transitory inflation may actually be, and how we have been positioning portfolios. We discuss “greenflation,” why the semiconductor shortage is playing an outsized role in inflation and why a potential capital expenditure boom could help contain inflationary pressures over the longer term. We also look at China, where we've seen regulatory crackdowns and concerns about its real estate sector weighing on the country and emerging markets more broadly. We also discuss the technology sector, where some high-profile tech giants may be facing increasing regulatory scrutiny. Read more >

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