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The big picture

Global equity markets have recovered from their lows in autumn 2022. The important changes in geopolitics and world trade that affected markets last year are less of a driver this year. This highlights the short-term nature of financial markets. At the moment, it seems easy to argue for both the positive and negative scenarios for the economy and equity markets. But key financial indicators rarely move in perfect lockstep, especially in the current post-pandemic world.

A brighter future?

The main themes of 2022 – rising inflation and interest rates – could now be behind us. But the effects of those rapid rate hikes, combined with declining corporate earnings and the continued likelihood of a US recession, mean potential challenges still lie ahead.

Hear from our Chief Investment Officer, Alan Higgins, and Head of Asset Allocation, Lilian Chovin
A recap of 2023 so far
Rising interest rates – how long will they continue to dominate headlines?
US economy - is a US recession still likely ?
What are the opportunities ahead and how does this impact our positioning
The value of your investments can fall aswell as rise,and you may not recover the amount of your original investment.

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