Institutionel investering / Macro Insights

Macro Insights Q2 2022

Investor sentiment has deteriorated rapidly in early 2022, which is typical during a correction’s depths. However, strong household balance sheets, growing businesses, and improving credit conditions are among the positives that should support the economy going forward. Recoveries from market corrections often begin when sentiment becomes excessively dour, setting the stage for an upside surprise.

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