Global Investment Views - September 2022
Thursday 08 September 2022
Up until about mid-August, the main equity markets had been rising, giving investors a brief ray of sunshine throughout the summer. There were a number of presumptions that helped fuel this trend, including that inflation had peaked and was beginning to decline, that GDP was on a soft landing trajectory, and that central banks had accomplished most of their goals.
The summer season has temporarily brought some sunshine to investors as the main equity markets had been rallying until mid-August.