Here’s what Cam and Kirsten reflected on:

• Very few people doubt that China will have an economic rebound later this year, but how soon and deep is up for debate.
• Sino-US tensions… What does the growth profile look like for China if it is disengaged from the US?
  • Pullback on both sides - Biden administration seemingly more comfortable with less globalization
  • How did that play into flows for Commodities and Energy Sector Funds? 
• Earnings reports for the fourth quarter of last year dampen investor outlooks.
• EPFR tracks Volatility Funds?
• Russia-Ukraine conflict nears its one-year anniversary: what does that mean for manufacturing, defense, greening & ESG, energy, etc?

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