Some important developments occurred in the fourth quarter of 2022. During the Verus 1st Quarter 2023 Investment Landscape webinar, we discussed:
- Strong evidence that U.S. inflation is moderating, and the level at which we believe inflation might stabilize.
- China’s rapid pivot away from a “Zero Covid” policy towards the end of Q4, which added a large tailwind to emerging market equity performance and the global growth outlook.
- Asset class performance during 2022, which proved to be a year of reversal as many top performing assets of the past decade suffered painful losses during the year, while many poor performing asset classes of the past decade delivered excellent returns.
We invite you to read more on these topics in our full 1st Quarter 2023 Investment Landscape, or by listening to the webinar recording by accessing the following links: