It is no secret that 2022 was a challenging year. Amid an unexpected geopolitical conflict that tainted the world’s recovery, a waning pandemic that still managed to strain the global supply chain, and the imminent implementation of a tighter monetary policy, central banks and economies had to adjust to this unexpected reality.
Against this backdrop, investors were forced to accept a different environment and a different way to invest after being used to lose monetary policy and lower rates. Thus, we decided to answer several questions we received from our clients in hopes that our views can shed some light on what we consider attractive opportunities for the year ahead, dependent on our macroeconomic views.
