More stormy weather? Watch our 2H 2022 investment forecast

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[ "William Davies" ]
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Markets have struggled and we’re flirting with recession. How should investors position for the future?

  • We don’t expect the slowdown in economies to result in a deep global recession.


  • A repeat of the big increases in bond yields we saw in the first half of the year is unlikely. In this environment, higher quality credit is more attractive.


  • Despite increasing pressures on profitability, we're constructive around equities as we go into the second half of 2022. However, being very selective is key given the uncertainty around recession.



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