Page 1 - ISQ July 2022
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VOLUME 14 | ISSUE 3 | JULY 2022




           INVESTMENT                                                                         LETTER FROM THE



                                                                                            CHIEF INVESTMENT OFFICER
         STRATEGY                                                                             CHINA’S ECONOMY REOPENS,
                                                                                            page 2



         OUARTERLY                                                                          page 17
                                                                                            BUT OUTLOOK UNCLEAR





























































             FED AIR: PREPARE           Q&A: THE PATH            NAVIGATING                 NO SIMPLE RECIPE
             FOR LANDING                FORWARD FOR              CHOPPY MARKETS             FOR ENERGY
                page 4                  FIXED INCOME                page 10                 SECURITY
                                           page 8                                             page 13
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