candlestick and line chart of mid-year stock performance

Our halftime report: a recap and playbook

July 2022.

If this investing year were a football game, the coach would be having a hard talk with the team at this halftime. Markets are beaten down, investors are generally having a very difficult time of it, and there has been no place to hide. In traditional allocation terms, what was supposed to protect us – sector diversification, different asset classes, global diversity – has mostly failed to protect so far this year.

Let’s dig in with a recap and try to figure out what the best plays for the back half of the year will be to try and steal victory from the jaws of defeat.