Over the past year, much of the global economy transitioned quickly from an early cycle recovery to a mid-cycle expansion, and uncertainty has become an ongoing theme in markets, economies, and communities. In our January 2022 Cyclical Outlook, “Investing in a Fast-Moving Cycle,” we discuss key trends across global economies, policies, and investment sectors that inform our outlook for the coming year along with high-level portfolio strategy. This blog post summarizes our views. Economic outlook: More volatility, more uncertainty The robust global recovery continued in 2021, although unevenly across regions and ... (full story)