Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, return to the podcast to explore how the U.S. Federal Reserve (Fed) has fared in 2022 in terms of managing inflation and unemployment. They also discuss the Fed’s anticipated policy shifts in 2023, where they see the pivot happening, and how the timing could affect portfolio positioning. Emily and Matt also examine the impact that China’s reopening from its strict COVID-19 policies could have on the global economy. Finally, the strategists offer insight on long-term portfolio allocations given today’s market environment.