
Fed More Hawkish, Investor Sentiment Lows, US Treasury Yield Highs, Increased Volatility
Photo Source: Astoria Portfolio Advisors Exhibit 1: Trailing Returns as of April 29, 2022 What Happened in April? April was a challenging...

Q2: A Recession for Long Duration Assets but a Secular Bull Market in Inflation Sensitive Assets
We’ve had plenty of growth scares over the past decade. This one is being driven by rates which are screaming higher. We expect...