Please join our team as we review the first quarter of 2022 and look at the coming quarters and what factors could have an impact on your portfolio.

Tuesday, May 3, 2022 @ 12 pm PT

During the webinar, we will discuss:

• Rising bond yields and increased expectations of Fed tightening caused asset prices to stumble out of the 2022 starting blocks; the war in Ukraine exacerbated the volatility and led to higher commodity prices.
• The global economic expansion continued, with most countries in a mid-cycle phase and a low near-term risk of recession in the US.
• China's industrial cycle still appears to be bottoming, but COVID and political headwinds are hampering progress.
• Inflation rates should moderate from high levels, but increasing wage growth and inflation expectations could lead to persistently high inflation.
• The war in Ukraine is a stark reminder that we've shifted to a secular environment of higher geopolitical risk. A more unstable backdrop makes portfolio diversification as important as ever.