Market update: navigating another year in the ‘Turbulent Twenties’
In our latest investment webinar, Co-Chief Investment Officers Tom Becket and Richard Champion reflect on recent geopolitical, political, economic and market developments including the war in Iran. They also discuss why we are maintaining our investment base case, despite heightened uncertainty.
March investment outlook with Tom Becket and Richard Champion
Markets have experienced extraordinary turbulence over the past decade and this year has been no different. While we had expected a solid but unspectacular year - supported by steady economic growth and disinflation - the outbreak of war in Iran, alongside other global developments, has driven periods of heightened market volatility.
Despite the uncertainty, opportunities are emerging. In the webinar, Co-Chief Investment Officers Tom Becket and Richard Champion discuss:
- How the war is influencing equity and bond markets
- The impact of wider geopolitical developments on global markets
- How these risks are feeding through to inflation and energy prices
- The effect on investor sentiment and the risks they should be aware of
- The trends shaping the investment outlook for the year ahead.
Overall, our portfolios are positioned for this volatile environment, seeking opportunities for growth while carefully managing risk. Hear more about our outlook and positioning in the full webinar.
