Observations

CIO Monthly
10 Aug 2022

Four strategies for steering
through H2 2022

Fears of a sharp slowdown in global growth have continued to intensify over the past couple of months. And after one of the most significant valuation corrections in more than 20 years across both equities and fixed income, markets are now fretting that a global recession will be required to tame the inflation beast. Volatility has been elevated and likely to persist.

As the outlook for growth and markets remains uncertain, we highlight four key portfolio strategies that investors can implement while we wait for greater certainty on the outlook.
 

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