The financial system has taken a small but noticeable exhale, most notably in the U.S. with equities and bonds rebounding from their June lows.
Some are calling this a pivot party, with the prospect of softening inflation data and, therefore, interest rate expectations placing a temporary floor under asset prices.
Bulls & Bears
Recent financial market developments have many investors understandably nervous.
Tackling price inflation through higher interest rates has become a global phenomenon. Tighter than expected financial conditions indicate a meaningful economic slowdown, and recent equity market weakness reflects this.
Welcome to the April 2022 edition of our Quarterly Investment Report.
We have included a short video with Daryl Wilson, one of our Advisory Board members. Daryl is the CEO and Portfolio Manager of Affluence Funds Management, with over 25yrs experience across financial markets, including CFO of Cromwell Property Group.