Opportunities in Mid-Cycle Investing

In part 1 of my 3 part blog series, I highlighted 5 Key Takeaways from our 2022 Outlook which summarized our preference for equities and alternative assets over fixed income in light of our expectations for higher interest rates and in part 2 I elaborated on a couple of areas within the equity markets we find most attractive. Today in part 3, I’ll explain how we plan to take advantage of market opportunities in 2022 given our expectation for higher market volatility and a challenging backdrop for fixed income.

Brandy Niclai, CFA®
Chief Investment Officer, Multi-Asset Strategies

2/18/2022

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