As we begin the second quarter of 2022, we chose the acronym PING to capture the factors and storylines that have the greatest potential to influence the capital markets: Putin, Inflation, Natural Resources, and Growth.

In this installment of Gerry’s Journal, we discuss how these distinct factors are related and share our perspectives on each. If you have any questions about the ideas or information shared in this edition of Gerry’s Journal, we invite you to connect with us.

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