Investment Outlook March 2022

  • Written By: Daniel Casali
  • Published: Mon, 07 Mar 2022 12:30 GMT

In this month’s investment outlook… we look at the role of changing monetary policy in the recent market volatility.

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Investment Outlook March 2022: a global market roundup

Fears over rising rates, geopolitical tensions and inflation have conspired to create considerable volatility in markets over recent weeks. There has been a sharp rotation from growth areas, such as technology, into value sectors such as financials and energy.

Inflationary pressures appear to be persistent, with food and fuel prices rising higher. US inflation is already running at over 7% and the crisis in Ukraine may push energy costs still higher. The Federal Reserve looks likely to raise rates for the first time since 2018 in its meeting in mid-March.

Asia may be able to side-step some of the problems afflicting Europe and the US. China is seeing faster credit growth and rising private consumption. An expanding middle class provides support for China’s long-term economic growth. With the Beijing Winter Olympics over, and the COVID outbreak contained, there is room for China to open its economy and for firms to deliver on earnings expectations.


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By necessity, this briefing can only provide a short overview and it is essential to seek professional advice before applying the contents of this article. This briefing does not constitute advice nor a recommendation relating to the acquisition or disposal of investments. No responsibility can be taken for any loss arising from action taken or refrained from on the basis of this publication. Details correct at time of writing.

Please remember investment involves risk. The value of investments and the income from them can fall as well as rise and investors may not receive back the original amount invested. Past performance is not a guide to future performance.

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