Market Update – 31 March 2022
Key market movements for the quarter With the prospect of US interest rate hikes and simmering tensions at the Russia/Ukraine border, there were few places for investors to hide in January, as bond yields spiked and share markets waned. Growth-tilted sectors such as information technology and consumer discretionary bore the brunt of the pain, while . . .
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Autumn 2022 Economic Update
Headlines were dominated by the horrific war in Ukraine and the terrible humanitarian crisis continuing to unfold there. In pursuing this conflict, Vladimir Putin has surely etched his name amongst history’s most reviled. The grave implications of the Ukraine conflict quickly fed through into increasingly volatile financial markets, with share markets declining and bond prices . . .
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Inflation is here, that’s why you own shares.
We’re not exactly sure of the recipe required to bake fast rising prices into the economy but we’re pretty sure of the ingredients. You will commonly need:- — disruptions in free-flowing trade — shortages in goods — surplus money in the economy; such as that provided by financial stimulus packages Between the effects of Covid-19, . . .
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