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Market update part 1: Russia-Ukraine

The war in Europe has taken markets by surprise. Hear about how it’s already impacting the continent’s politics and what the future implications may be for energy and commodities markets.

Market update part 2: Tricky Transitions

The world is changing rapidly, with several investment trends likely to dominate the investing landscape in the future. Hear John’s thoughts on:

  • The ‘multi-polar world’ that is emerging as more economies take a larger share of the world market

  • The subsiding of the pandemic and the changes that COVID-19 may leave behind

  • Changes to energy markets as economies reduce their reliance on carbon

  • Why inflation may be higher for longer


Market update part 3: What does this mean for portfolios?

Volatility will probably remain high, but there’s still no shortage of attractive long-term investment opportunities.
Disclaimer:

The information provided is for private circulation and is believed to be correct but cannot be guaranteed. Opinions, interpretations and conclusions represent our judgement as of this date and are subject to change. Past performance is not necessarily a guide to future performance. The value of shares, and the income derived from them, may fall as well as rise. The information contained in this publication does not constitute a personal recommendation and the investment or investment services referred to may not be suitable for all investors; therefore we strongly recommend you consult your Professional Adviser before taking any action.

Get more insights into the impact of geopolitical conflicts

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