Andrew Moffs' Top Picks January 30, 2022

Top picks from Andrew Moffs, senior vice president and portfolio manager, Vision Capital

FOCUS: Real estate stocks 

MARKET OUTLOOK:

The extraordinary monetary policy response from central banks throughout 2022 has started to show signs of its objective, with the multi-decade high inflation levels starting to taper off. However, these events have pushed economies into deceleration territory. The impact of these policies last year, and market uncertainty, continue to increase the likelihood of a recession in developed markets in 2023.