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?  

Watch the Video

Subscribe here to listen to our podcasts on Apple or your favourite podcast player.

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. 


MORE ON THIS TOPIC
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 >



The views and opinions expressed in this podcast are those of the speaker(s) and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. The information provided in this podcast is not intended to be and should not be considered a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. There is a risk that some or all of the capital invested in any such securities may be lost. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. Brown Advisory does not render legal or tax advice. Prior to making an investment decision, a prospective investor should consult with its own legal, tax, accounting and other advisors to determine the potential benefits, burdens, and other consequences of such investment. All investments involve risk. The value of the investment and the income from it will vary. There is no guarantee that the initial investment will be returned.

All investments involve risk. The value of the investment and the income from it will vary. There is no guarantee that the initial investment will be returned.

ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives. Certain strategies seek to identify companies that Brown Advisory believes may have desirable ESG outcomes, but investors may differ in their views of what constitutes positive or negative ESG outcomes. As a result, certain strategies may invest in companies that do not reflect the beliefs and values of any particular investor. These strategies may also invest in companies that would otherwise be screened out of other ESG oriented funds. Security selection will be impacted by the combined focus on ESG assessments and forecasts of return and risk.

Certain Strategies intend to invest in companies with measurable ESG outcomes, as determined by Brown Advisory, and seek to screen out particular companies and industries. Brown Advisory relies on third parties to provide data and screening tools. There is no assurance that this information will be accurate or complete or that it will properly exclude all applicable securities. Investments selected using these tools may perform differently than as forecasted due to the factors incorporated into the screening process, changes from historical trends, and issues in the construction and implementation of the screens (including, but not limited to, software issues and other technological issues). There is no guarantee that Brown Advisory’s use of these tools will result in effective investment decisions.

The S&P 500® Index represents the large-cap segment of the U.S. equity markets and consists of approximately 500 leading companies in leading industries of the U.S. economy. Criteria evaluated include market capitalization, financial viability, liquidity, public float, sector representation and corporate structure. An index constituent must also be considered a U.S. company. Standard & Poor’s, S&P, and S&P 500 are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”), a subsidiary of S&P Global Inc.

The Global Industry Classification Standard (GICS) was developed by and is the exclusive property of MSCI and Standard & Poor’s. “Global Industry Classification Standard (GICS), “GICS” and “GICS Direct” are service marks of Standard & Poor’s and MSCI . “GICS” is a trademark of MSCI and Standard & Poor’s.

An investor cannot invest directly into an index.