A confluence of geopolitical and macroeconomic events in 2022 have upended markets. While it is easy to be distracted by the short-term news flow and market noise, it is best to focus on the longer-term horizon, exploring the broader trends shaped by these events.
Sustainability. Healthcare. Inflation. Federal Reserve. Technology. These are some of the conundrums confronting investors as the world SHIFTs and adapts to a post-pandemic future. While the scale of the change seems daunting, it is possible to identify a robust set of investment strategies that can withstand the course of an economic cycle — the key is understanding what the mid- to long-term implications of this evolution are.
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