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.

Highlights

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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