Q2: A recession for long-duration assets but a secular bull market for inflation-sensitive assets

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Click on here to read Astoria’s second quarter investment outlook

  • We’ve had a lot of growing pains over the past decade. This one is driven by rates screaming higher.
  • We expect increased volatility to be one of the main stories for the remainder of 2022.
  • The spread between the US 2-year Treasury note and the US 10-year Treasury note is about to reverse. This has historically sent an ominous signal to the market.
  • What does this mean for overall portfolio construction? We believe that broadly holding a portfolio of diverse sets of asset classes, as well as holding multiple factors, inflation hedges and alternatives will be paramount in 2022.

Better,
Astoria Portfolio Advisors


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