Markets in Q1: Inflation, Energy, and De-Globalization

We dive into the main themes coming out of Q1'22.

Markets in Q1: Inflation, Energy, and De-Globalization


  • Prepare for volatility as Central Banks' tightening is coming at a faster pace than what we’re normally used to.
  • Almost all asset classes delivered negative returns when adjusted for inflation.
  • Commodities, particularly energy, have outperformed, but there’s still significant catch up to do.

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