In this episode of Coffee with Evergreen, Evergreen GaveKal’s Director of Private Wealth, Jeff Otis, and Co-Chief Investment Officer, Jeff Dicks, present a market update for July 2022.
Some topics they cover:
- What drove market performance in Q2 this year?
- Bonds are off to their worst start in over 40 years. What does this mean for fixed-income going forward?
- What is our most favored segment of the bond market right now?
- Inflation is still on everyone’s mind. Has anything changed with inflation expectations?
- What is our current general economic outlook?