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Investment Commentary

Investment commentary Q4 2022

In Brief

  • Q4 2022 was generally positive for global markets, punctuated by the apparent reversal of certain trends
  • Inflation appeared to top out in the US and, alongside it, the outperformance of the US dollar
  • Central banks continued with their interest rate rises, but no more than already expected by bond markets
  • UK assets saw a recovery post the debacle of the ‘mini-budget’ and the UK got a new prime-minister
  • But it was continental European equities and the euro which were the best performers after the continent’s success at avoiding energy blackouts, aided by an unseasonably warm winter
investment commentary q1 2023

Q1 2023 Investment Commentary

Home Linkedin Facebook Youtube Instagram Envelope Table of Contents In Brief Q1 2023 was generally positive for global markets Economic

Investment commentary

Investment Commentary Q4 2022

In Brief Q4 2022 was generally positive for global markets, punctuated by the apparent reversal of certain trends Inflation appeared

Bull and Bear

Investment Commentary Q2 2022

In Brief Q2 2022 saw falls in most asset classes, with the main exception being commodities and Chinese domestic equities.

Investment commentary

Investment Commentary Q1 2022

In Brief Q1 2022 saw falls in most asset classes, with the main exception being commodities and commodity producing regions.

Investment commentary

Investment Commentary-Q3 2021

In Brief Quarter 3 Overview Q3 2021 saw gains for developed market equities, falls in emerging market equities and was

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