The week of 9 May saw global equities sink for a sixth consecutive week as fears of a US recession added to the ongoing concerns over soaring inflation, coronavirus lockdowns in China, and Russia’s continuing invasion of Ukraine.
The week of 2 May saw continued volatility in markets. Global stocks and bonds retreated as US and UK central banks raised their base rates again in an attempt to curb inflation pressures.
April proved to be a difficult month for markets as concerns over global growth surfaced. While underlying economic fundamentals remained broadly healthy, the impact of high inflation and rising interest rates are without doubt headwinds for confidence, consumer spending, and therefore growth going forward.
Global economic prospects have worsened according to the International Monetary Fund, which downgraded its global growth forecasts for 2022 and 2023 as a result of the ongoing Ukraine crisis and slowing growth in China.
While the G7 nations have traditionally led global economic growth, there have lately been efforts by the largest developing nations – particularly China and Russia – to seek to overturn that for a ‘new world order’. James Robertson sets out what this might mean for investors.
We offer a sustainable investing strategy for clients who wish to align their money more closely with their values, while not compromising on growth.
David McFadzean, head of wealth management, and Tom Caddick, chief investment officer, examined the events of Q1 2022 and discussed their impact on financial markets, what this could mean for investors over the coming months and how our portfolios are positioned to respond.
The Ukraine crisis remained a key concern during the week of 4 April, as did the quantitative tightening exercise the Federal Reserve looks to be undertaking due to forty-year high inflation.
While 2021 was strong for markets, the first quarter of 2022 proved to be more challenging. With rising concerns over inflation and war, how have markets in March taken to the conditions? Find out in Tom Caddick's review.
The week of 28 March was one of market volatility in the face of rising inflation, aggressive interest rate rises and no signs of a de-escalation in the Russia-Ukraine war. And marked an uncertain end to the first quarter of 2022.