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- We’ve had plenty of growth scares over the past decade. This one is being driven by rates which are screaming higher.
- We expect heightening volatility to be one of the main stories for the balance of 2022.
- The spread between the 2-year US Treasury and the 10- year US Treasury is close to inverting. This has historically sent an ominous signal to the marketplace.
- What does this mean for overall portfolio construction? We believe broadly owning a portfolio of diversified sets of asset classes, as well as owning multiple factors, inflation hedges, and alternatives will be paramount in 2022.
Astoria Portfolio Advisors
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