Some important developments occurred in the second quarter of 2022. During the Verus 3rd Quarter 2022 Investment Landscape webinar, we discussed:
- June’s surprisingly hot 9.1% U.S. inflation reading, and the economic forces that could lead inflation to moderate from here, or head higher.
- Broad economic weakening in a variety of areas, the possibility of recession in the U.S., and also some recent controversy around the definition of “recession”.
- Growing evidence of a reversal from the low expected return environment of recent years, as interest rates, credit spreads, cheaper risk asset valuations, and inflation, all seem to indicate a more optimistic return outlook.
We invite you to read more on these topics in our full 3rd Quarter 2022 Investment Landscape, or by listening to the webinar recording by accessing the following links: