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Every quarter, our fund managers analyse trends in the global economy and financial markets. Read their views on the first quarter of 2022.
Macroeconomic environment
- Despite the ongoing pandemic, global economic growth remains robust.
- The US Federal Reserve has ditched the word ‘transitory’ to describe the rise in inflation, which has reached its highest level since 1982.
- Unlike its US counterpart, the ECB does not plan to raise its key interest rates in 2022.
Financial markets
- In an environment marked by negative real interest rates, equities remain the best option.
- However, the prospect of monetary tightening in the US is likely to increase market volatility.
- The rotation to value stocks may last for some time but these companies do not create much value in the long run.