Mid-Cycle Investing Requires Selectivity - Alaska Permanent Capital Management

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Mid-Cycle Investing Requires Selectivity

5 Key Takeaways from APCM’s 2022 Market Outlook

Over the coming weeks I will briefly summarize APCM’s 2022 Market Outlook in three separate posts.  Click the image below for part 1, I highlight 5 key takeaways in an effort to condense our team’s in-depth research into a brief note. In my upcoming posts, I will address the rationale behind our modest preference for equities over bonds and how we are controlling portfolio risk in 2022.

 

Brandy Niclai, CFA®
Chief Investment Officer, Multi-Asset Strategies

1/21/2022

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