2022 Mid-Year Update

July 19th, 2022 | Economy, Markets | North Forty Two

Coming into the year, our capital markets positioning was cautious given extreme valuations, rising inflation, and questionable prospects for continued growth. Our assumption was that an intense rise in prices for consumers — driven by a decade of accommodative monetary policy following the Global Financial Crisis extending through the COVID era — would need to be countered by a deliberate slowing of the economy through tightening economic conditions.

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