Access a PDF version of this presentation by following this link: Q3 2022 Macro
Our Macro Presentation this quarter is titled "High Winds" because of the persistent rises and drops we have been facing in the day to day environment. In these times the best offense is certainly a good defense. In this presentation we will highlight the economic data that we have been following and will explain what actions that data is leading us to take within client portfolios.
While it is certainly not news to anyone that the markets have been highly volatile in 2022, it may be worth noting just how uncertain the environment is. Indeed, one could argue that the market volatility is a function of the uncertain environment, rather than the other way around.
