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Global insights from a diverse braintrust
Global insights from a diverse braintrust
At RockCreek, we rely on insights and expertise from our trusted group of global advisors. Our community of thought leaders has served at the highest levels of government, international institutions, and academia, with world class expertise in economics, finance, history, and public policy. Our braintrust publishes original research to help guide investors and marshal resources for a more sustainable tomorrow.
LATEST RESEARCH //
Quarterly Letter-Q4 2022: Let’s Turn the Page
The fourth quarter of 2022 was a microcosm of the year for investors, albeit not so painful. For 2022 as a whole, the tally was grim. US bonds experienced their worst year on record. Global equities fell sharply. Returns from a traditional 60:40 portfolio of stocks and bonds were the worst since 2008.There remains a disconnect between market expectations that rates will ease sooner rather than later and the central bank’s hawkish Q4 projections.
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