Investment Watch Autumn 2022 Outlook
Investment Watch Autumn 2022 Outlook is now available.
Global equity markets are down 5.5% year-to-date, as US bond yields, gold and oil rose, and the Ukraine conflict escalated dramatically following Russian military action. This came as markets also priced a significant Fed hiking cycle in 2022 and some US economic growth indicators slowed. These factors have left markets at a critical juncture in the short term providing investors with a broad scope of potential outcomes.
In this edition we explain our more cautious Asset Allocation and our preference for staying invested domestically. Our economist Michael Knox also explains why war risk is having an outsized impact on global oil and food prices.
- Q2 asset allocation outlook – balancing risk and return
- Economics – Food, oil and war risk
- Equity strategy – A two-speed market
- Resources and Energy – Momentum as an inflation hedge
- Agriculture and Food – the bumper crops keep rolling in
- Updated Morgans best ideas
- … and much more
Download Investment Watch Autumn 2022 Outlook
Download Investment Watch Autumn 2022 Outlook.
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