“Industry Perspectives” 2Q 2022

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Read our view on the economy and key drivers of change in the global equity markets.

Date Published:
July 2022



While examining past market cycles is interesting, it does not provide a magic formula for investors trying to determine the market bottom. The old adage is still true that past performance is no guarantee of future results, but we can still learn lessons from past bull and bear markets and apply them to our current investment decision making.

In this latest Industry Perspectives, we discuss:

  • One of the challenges of applying lessons from past bear markets is that recessions are not officially classified until well after they begin and end.
  • It is impossible to know how much the Federal Reserve will need to raise interest rates and how long the process will take to bring inflation back to its targeted long-term 2% annualized rate.
  • We suspect the markets could be more volatile than usual in the coming months, as economic data indicates which way the economy is heading.

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We get to know the companies we invest in and learn how they run their business.

Top-Down & Bottom-Up

We identify Top-Down broad, secular growth trends and search for companies from the Bottom-Up.

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We construct our portfolios based on our own proprietary investment strategy.

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