- Home
- Global Investment Views - August 2022
Global Investment Views - August 2022
Wednesday 10 August 2022
Global Investment View
The first sequence of the double bear markets (in equities and long-term bonds) adjusting to the end of easy money and rising inflation is almost complete. Now, the narrative has changed, with a shift in focus to deceleration of growth vs fears of inflation.
Cautious on markets: high inflation, slowing growth