INSIGHTS & NEWS
Q4 2022 BIM Review
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. |
