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Midyear Outlook 2022
How to Reap Returns During a Recession
[/vc_column_text][vc_column_text]As we enter the second half of the year, many questions remain regarding the trajectory of financial markets and the economy. Our stance on stagflation (or “recession-inflation”) remains steadfast. Drawing parallels to the mid-1970s, structurally, we are in a stagflation environment amid 41-year high supply-side inflation (driven by soaring oil prices and food prices), slowing GDP, and the eventual unravelment of the tight labor market. [/vc_column_text][vc_btn title=”Download the Full Case Study Here” color=”primary” link=”url:https%3A%2F%2Fgo.pardot.com%2Fl%2F497001%2F2022-07-22%2F27v1kcf%2F497001%2F1658873101Qa5hcweh%2FMidyear_Outlook_2022.pdf||target:%20_blank|”][/vc_column][/vc_row]