An eventful start to 2022
The first episode of our Investment Insights podcast for 2022 begins with a review of the major market moves we have seen so far this year conducted by Mark Winterburn (Head of Investment Advisory UK) and Marco Stroili (Senior Investment Adviser). Topics discussed include the current market anxiety around the rising interest rate environment along with our view on its likely effects on equity markets, a discussion on our expectations for the current earnings season and the current backdrop and challenges for China. Mark concludes with a summary of our Market Outlook’s key messages to clients.