2022 marks an intriguing point in the economic cycle

Nigel Sillis looks at the current economic and geopolitical conditions to be aware of

clock • 2 min read
Nigel Sillis is client portfolio manager at Cardano
Image:

Nigel Sillis is client portfolio manager at Cardano

Investment markets enter 2022 at an intriguing point in the economic cycle. The combined fiscal and monetary policy support that has propelled markets over the past seven quarters is starting to be unwound. However, it is not clear if the disruptive effects of the pandemic are definitely behind us.

What we are almost sure to see in the next twelve months is a deceleration in the rate of change of both global growth and inflation. Both growth and inflation are expected to stay positive at a he...

To continue reading this article...

Join Professional Pensions

  • Unlimited access to real-time news, analysis and opinion from the industry
  • Receive our in-depth monthly magazine in either print or digital format
  • Access our Sustainable Investment Hub covering news and opinion from thought leaders in the ESG space
  • Receive important and breaking news stories selected by the Editors in our daily newsletter
  • Hear from industry experts and other forward-thinking leaders
  • Receive a monthly members-only newsletter with exclusive opinion pieces from leading industry experts and a feature from the magazine in advance of its release date

Join now

 

Already a Professional Pensions member?

Login

More on Investment

Chancellor Jeremy Hunt is reported to be considering PPF remit expansion. © Zara Farrar - HM Treasury

Government mulls PPF 'master consolidator' remit for pension schemes

Proposals could give flexibility for the sponsors of smaller and struggling schemes

Jonathan Stapleton
clock 26 May 2023 • 4 min read
Industry Voice: The art of actively managing interest rate risk

Industry Voice: The art of actively managing interest rate risk

With volatility likely to persist, an active approach remains critical

Amanda Stitt, Portfolio Specialist at T. Rowe Price
clock 26 May 2023 • 3 min read
Markets are now pricing three full rate hikes this year and possibly a fourth, bringing the forecast terminal rate as high as 5.5%.

Gilt yields near Mini Budget highs after hotter-than-expected UK inflation

Two year gilt yields have risen to 4.48%, the highest level since last September’s peak

Valeria Martinez
clock 25 May 2023 • 2 min read
Trustpilot