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Equity Market Outlook
July 18, 2022
Economic and Market Review: Key Considerations for Equity Investors
We see increasing likelihood of a recession, but even if we avoid one, we think the coming months are going to feel like a recession as the decline in stock market valuations in the first half of the year are likely followed by a decline in corporate earnings in the second half.
Equity Market Outlook
April 11, 2022
Economic and Market Review: Key Considerations for Equity Investors
We believe the conflict in Ukraine may turn out to be less critical for equity markets than the upcoming turn we anticipate in the economic growth cycle.
Equity Market Outlook
January 19, 2022
Economic and Market Review: Key Considerations for Equity Investors
We believe positive fundamentals are likely to outweigh pandemic, valuation and slowdown concerns in the first half of 2022.
Equity Market Outlook
September 30, 2021
Economic and Market Review: Key Considerations for Equity Investors
Why we think the equity bull market can last at least until mid-2022.