Resilience in Volatile Markets
2022 so far has tested the resilience of many investors. The environment has been inundated with geopolitical uncertainty, inflationary figures not seen for many decades, central banks promising to do whatever it takes to fight this inflationary pressure whilst withdrawing liquidity which fuelled strong asset price growth over the last few years, and China insistent on maintaining a zero covid policy which has led to the significant slowdown of one of the worlds biggest manufacturing hubs. Subsequently equity markets and bond markets are falling as the market tries to work out if recession is around the corner and what the new normal will look like. READ MORE ABOUT OUR VIEWS AND POSITIONING HERE
