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AIVL - Asset Allocation Committee Outlook Q2 2022: Regime Change
WisdomTree U.S. AI Enhanced Value Fund
The map of the Asset Allocation Committee’s market views is a buzz of activity this quarter.
Coming into 2022, we anticipated slower growth compared with the steep recovery levels of 2021 and inflation that was declining but persistent—and problematic due to its origins in tight supply.
Our Fixed Income Team currently sees a low risk of a near-term recession, with probabilities only starting to climb beyond the 12-month horizon.