The Return of Goldilocks?
In this week’s market update, we are going to focus on the balance of investor fears between inflation and economic growth, what those shifting balances mean for investors and how they allocate their money. As part of this analysis, we are going to look under the hood of the stock and bond market to gauge what the price action may be telling us about the economy over the next six months and which asset classes may over or underperform in the second half of 2022.
Key Takeaways
- Concerns over growth beginning to outweigh inflation concerns
- Inflation and interest rate expectations are beginning to decline
- We think China, biotech, and software stocks appear well positioned in this environment
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