The first half of 2022 was dominated by stagflation fears, which sent equity and bond markets sharply lower, while the second half of the year set off with a sharp bounce. Now, it’s quite natural for markets to bounce somewhat after such a pronounced sell-off, but we think we need to wait for an improvement in the fundamentals to see a more extended rally. How should investors position in such a period of consolidation, with little market direction but still elevated volatility? Discover our latest in-depth investment views and insights on diversified investment themes in our latest brochure and video below.
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