Markets in Q1: Inflation, Energy, and De-Globalization
We dive into the main themes coming out of Q1'22.
IN THIS PUBLICATION:
- 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.