Dear Clients and Friends,

Investment markets experienced a rough first half. As we consider how the rest of the year may unfold, we encourage clients to keep their wits about them.  While the world has challenges ahead, we remind you that despite the multitude of crises we have endured over the past 100 years, the economy and investment markets have remained resilient.

In the latest Market Perspectives, our Colony Investment Leadership Team focuses on:  

  • A recap of the market’s performance during the quarter.
  • “I Go to Extremes” — Capital markets tend to swing between the emotional extremes of fear and greed; after all, humans are still the marginal decision-makers.  
  • Cycles — Now that the Fed has started its tightening campaign in earnest and as the fiscal thrust wanes, it is interesting how quickly inflation fears are starting to give way to fears of a recession.  

Please click here or on the image below to access our commentary: