Q4 22 | MACROECONOMIC DRIVEN MARKETS SEARCHING FOR THEIR NEXT KEY FOCUS

INVESTMENT ENVIRONMENT EQUITY MARKETS FIXED INCOME MARKETS
A potential slowdown is the risk focus for markets with inflation seemingly on a better path. China’s reopening should help global growth albeit with a lag. The prospect of peaking inflation provided a boost for equities to close out the year. Balancing risk and reward is key as sentiment can change quickly. Elevated volatility in bond yields continued in the quarter as markets remain fixated on the minutiae of central bank communications.

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