
Our latest insights on the markets.
Rocky road
The macroeconomic backdrop has remained uncertain this month, and investors continue to face several headwinds, such as inflationary pressures and equity market weakness.
A Myriad of Headwinds
Markets have continued to navigate a myriad of headwinds this month, such as inflationary pressures; changing monetary and fiscal policy; and the war in Ukraine; to name a few.
Geopolitical Conflict
Russia’s invasion of Ukraine, and the tragic events which have followed, have dominated headlines and weighed on markets this month. The Russia-Ukraine crisis comes at an already difficult time for the global economy and adds new uncertainty into the economic outlook.
Multiple Headwinds
Markets have had a difficult start to 2022. Inflationary concerns and increasingly hawkish central banks have been the dominant factors driving market volatility and weakness over January.
Omicron Induced Volatility
Global stock markets finished 2021 with double-digit gains, for a third year in a row, thanks to supportive monetary and fiscal policy that has countered persistent Covid headwinds over the last year.