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MARKET UPDATE

Market outlook: Q2 2022 Capital Markets Perspective

By David Royal, Chief Investment Officer, Steve Lowe, CFA, Chief Investment Strategist & Jeff Branstad, CFA, Model Portfolio Manager | 05/03/2022

05/03/2022

 

Watch as Thrivent Asset Management’s senior leaders share their perspective on the markets, touching on key asset classes across equity and fixed income. Underlying themes discussed include inflation, conflict in Europe, and a special focus on the Chinese economy.

David Royal
Chief Investment Officer
Steve Lowe, CFA
Chief Investment Strategist
Jeff Branstad, CFA
Model Portfolio Manager

Related insights

Market Volatility

05/10/2022

How markets and the economy may respond to rising inflation

How markets and the economy may respond to rising inflation

How markets and the economy may respond to rising inflation

Investors should expect continued volatility as markets factor in multiple risks – inflation, higher rates, slowing growth, and global supply chain issues. It’s important to note that in periods of volatility, markets can move up or down quickly.

Investors should expect continued volatility as markets factor in multiple risks – inflation, higher rates, slowing growth, and global supply chain issues. It’s important to note that in periods of volatility, markets can move up or down quickly.

05/10/2022

Market Update [VIDEO]

05/03/2022

Ukraine war: Q2 2022 Capital Markets Perspective [VIDEO]

Ukraine war: Q2 2022 Capital Markets Perspective [VIDEO]

Ukraine war: Q2 2022 Capital Markets Perspective [VIDEO]

The war in Ukraine roils on, and the global markets continue to adapt. What’s our current outlook on the conflict? Watch as Thrivent Asset Management’s senior leadership drills down on the market implications and various scenarios for what could come next.

The war in Ukraine roils on, and the global markets continue to adapt. What’s our current outlook on the conflict? Watch as Thrivent Asset Management’s senior leadership drills down on the market implications and various scenarios for what could come next.

05/03/2022

Market Update [VIDEO]

05/03/2022

Inflation: Q2 2022 Capital Markets Perspective [VIDEO]

Inflation: Q2 2022 Capital Markets Perspective [VIDEO]

Inflation: Q2 2022 Capital Markets Perspective [VIDEO]

What’s our current outlook on the dominating topic of inflation? Watch as Thrivent Asset Management’s senior leadership discusses how the market has reacted, what’s coming in the future, and what it means for our positioning.

What’s our current outlook on the dominating topic of inflation? Watch as Thrivent Asset Management’s senior leadership discusses how the market has reacted, what’s coming in the future, and what it means for our positioning.

05/03/2022