A few months ago, many economists were hopeful that the U.S. economy might be close to peak inflation. In the second half of 2022, after the U.S. CPI headline inflation rate rose to 9.1% in June, the fastest pace for inflation since 1981, many what will it take to bring inflation back under control?
As a consequence of this, concerns have started to shift from inflation towards the rising risks of a recession. How should investors be thinking about these developments as we navigate this increasing volatility and where are potential opportunities for investment?
Watch our webinar recording, where we dive into a mid-year check in covering Aon's 2022 YTD market recap and outlook, current portfolio positioning, and a spotlight on opportunities in Private Credit.
- Russ Ivinjack, Global Chief Investment Officer, Aon
- Karen Rode, Global Head of Private Equity, Aon
- Jas Thandi, Head of Global Asset Allocation, Aon
- Bryan Ward, Head of U.S. Solutions and Sales, Aon