Market Commentary – Second Quarter 2022

In this commentary we discuss the very weak first half results for both US equities and fixed income along with the large increase in volatility that has accompanied the declines. We write about our thoughts on the slowing economy and the chances of a recession along with what that could mean for financial assets. We touch on our beliefs that we are closer to a bottom than many believe and why it makes sense to buy equities and fixed income after the worst first half performance in decades.

Please read the full 2022 Q2 Market Commentary for more details.