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What happened in financial markets in January 2022

In our first monthly review for 2022, Tom Caddick and Rebecca Cretney share insights into what the increasing interest rate rises may mean for investors – including providing a historic perspective – as they seek to help clients understand an environment which may be new to them.
Published 4 February
13 mins

Our latest monthly look back is a little longer than usual. Why? Because inflation is just one of the risks, but it’s a risk unsettling many investors who have become used to a low interest rate environment and who are trying to determine what this new normal may mean for them. We also provide a quick summary of January’s portfolio performance.

Watch the video to understand what’s happening based on our view of financial markets.

Limited on time? Skip ahead to the section of the video you are most interested in using the time stamps below:

 

1:50

Higher inflation is translating into increasing interest rates, but that also affects company share prices. Rebecca asks Tom why.

4:23Is a sell-off in equity markets likely as a result of interest rate increases?
6:45Are there other risks beyond inflation that could impact markets?
9:33

Tom explains how our portfolios have fared in January.

Clients of Nedbank Private Wealth can get in touch with their private bankers to understand how their portfolios are responding to market events, or answer any questions prompted by the webinar. You can also call +44 (0)1624 645000 and speak to one of our client services team.

 

If you would like to find out more about how we can help you manage your investments, please also contact us on the same number as above. Or you can get in touch using the links to the forms towards the end of this page.

The value of investments can fall, as well as rise, and you might not get back the original amount invested. Exchange rate changes affect the value of investments. Past performance is not necessarily a guide to future returns. Any individual investment or security mentioned may be included in clients’ portfolios and is referenced for illustrative purposes only, not as a recommendation, not least as it may not be suitable. You should always seek professional advice before making any investment decisions.

about the presenters

Rebecca Cretney

Rebecca Cretney

Rebecca joined Nedbank Private Wealth in May 2004 having moved to the Isle of Man from Barcelona to pursue a course in Business Studies with the Isle of Man Business School. Rebecca was appointed to the role of investment counsellor in March 2019 to focus exclusively on the company’s discretionary investment management services.

 

She works closely with our teams of private bankers to provide support in advising our clients with integrity, and to give additional technical investment expertise where more complex portfolio requirements exist.

 

Rebecca is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.

Tom Caddick

Tom Caddick

Tom was appointed in March 2021 and brings to the table over 20 years’ investment experience. Prior to joining, he was at Santander Asset Management in London for nine years, where he was, most recently, the chief investment officer for its UK business, having previously been the global head of the multi asset division. Tom also spent several years as head of multi manager and fund selection at LV Asset Management.

Tom sits within Nedgroup Investments, a sister company, which provides investment advice, research and portfolio modelling solutions to Nedbank Private Wealth. Here, he heads up the London-based investment team. It is in this capacity that he is a member of Nedbank Private Wealth’s investment committee.

Access more of our investment insights

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The week of 20 February 2023 saw stronger than expected inflation and economic growth reports and a more hawkish stance from central banks, leading to widespread declines in markets.

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