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.
The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.
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