Call (866) 878-2881 to learn more about our investment strategies.

Commentaries & market updates.

2022 Update & Outlook

2022 Update & Outlook

We have two new Key Themes for 2022; #1 Year of Rebalance, #2 Feels like 2018, May be 2000. Our “2001 Analog” remains intact. Pre-Covid, economic & market trends expected by this analog were emerging (elevated inflation, weaker USD, rising commodities, etc.). Post-Covid, they accelerated, fueled by extraordinary economic disruption & policy accommodation. We remain bullish but expect some of these recent moves to moderate in 2022 as economies reopen & fiscal/monetary policy turns from tailwind to headwind.

Fullscreen Mode

 

Sign up for our Free Reports & Market Updates.

You are now leaving europac.com

We are providing a link to the third party's website solely as a convenience to you, because we believe that website may provide useful content. We do not control the content on the third-party website; we do not guarantee any claims made on it; nor do we endorse the website, its sponsor, or any of the content, policies, activities, products or services offered on the website or by any advertiser on the site. We disclaim any responsibility for the website’s performance or interaction with your computer, its security and privacy policies and practices, and any consequences that may result from visiting it. The link is not intended to create an offer to sell, or a solicitation of an offer to buy or hold, any securities.

You will be redirected to
in 3 seconds...

Click the link above to continue or CANCEL