Slow food for thought

Insights and research on global events shaping the markets

The first nine months of 2022 will be remembered as one of the most challenging periods ever for asset allocators. For the first time in history, both equity and fixed income are down more than 10% as at the end of September.

Economic growth is likely to remain positive during the second half of the year, supported by the reopening of the Chinese economy.

After an exceptional 2021, the first quarter of 2022 has been an emotional and difficult one for investors. Russia’s invasion of Ukraine, surging inflation and the start of the Fed rate hike cycle weighed on both equities and bonds performance while commodities thrived. Here are 10 stories to remember from an eventful quarter.

Covid recoveries push global growth to four-decade high.

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11/06/2021

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