
Insights
Each quarter, we send all clients our Global Economic and Market Review, a report detailing our views on the market and portfolio strategy insights.
Q1 2022 / Strategy Update
U.S. and global stocks started the new year on a volatile note. The first half of Q1 was spent pricing-in the impact of rising inflation, rising interest rates, and the economic toll of Russia’s needless war in Ukraine. From January 1 to the invasion on February 24, the S&P 500 index declined -11.3%. The Nasdaq, small-cap stocks, and global stocks all fell further.