Marc To Markets

2022 First Quarter Review

April 25, 2022 Marc Penziner Season 7 Episode 5
Marc To Markets
2022 First Quarter Review
Show Notes

It has been an eventful quarter in the markets.  We have had the first major conflict in Europe in decades, inflation at levels that we have not seen in 40+ years, Coronavirus shutting down large parts of China, and the Fed beginning to move interest rates meaningfully higher for the 1st time in what feels like forever.  Topics covered include:  

  • The impact of the Ukraine war on the global economic outlook and the market
  • Inflation and our outlook for the Fed’s response
  • Recent price movements in the bond market and how to think about it both short and long-term 
  • Recent stock volatility and the dispersion fueling market results
  • Ideas for your asset allocation to deal with the current environment

This episode is a replay of a client webinar from April 25, 2022.  With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.

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