{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Brown Advisory CIO Perspectives","title":"A Soft Landing, or More Volatility Ahead?","html":"","width":"100%","height":180,"duration":3288,"description":"As we approach the first half of 2022, volatility is back with a vengeance. This follows an unusually tranquil 2021 where markets seemed to only glide upwards.\r\n\r\nWe recently assembled a great group of colleagues to discuss the recent volatility, market conditions and how we are positioning client portfolios. Sidney Ahl, Erika Pagel, Ryan Myerberg and Joe Pasqualichio recorded a webcast that analyze topics that are top of mind for investors in the current environment.\r\n\r\nThe themes and topics discussed include:\r\n\r\nInflation and the macroeconomic backdrop, including what the latest data tell us about whether recession or staglfation may lie ahead.\r\nWhat the various phases of downside moves in equities might look like.\r\nTrends and potential opportunities in the technology sector, which has faced meaningful headwinds in a rising-rate environment.\r\nDecoding the consumer sector, which has seen declining consumer sentiment even as job availability and savings remain very strong.\r\nOpportunities that recent dislocations may present to long-term investors and how we are positioned for them.\r\nAs always, we welcome your thoughts, feedback and questions. We look forward to discussing these topics with you in the coming weeks. ","thumbnail_url":"https://img.transistorcdn.com/cea_fOg5jD6VQyMZUcehYYYmXt8p6FTDovdCQNfQYsc/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zNTgx/M2UyMzE5NWUyNjg1/YTVkN2Y4ZDk4NjU2/Yzk3OC5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}