Diazo Wealth

Quarterly Review Webinar


Missed our first quarter webinar? Download the replay as we discuss the coming quarters and what factors could have an impact on your portfolio.

Original Broadcast: Tuesday, May 3, 2022 @ 12pm PT

During the webinar, we discussed:

  • 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.


Justin J. Long CFPº

Download Webinar Replay