Global Investment Views - September 2022

Friday 16 September 2022

Global Investment View

The autumn hard vs. soft landing puzzle

The summer season has temporarily brought some sunshine to investors as the main equity markets had been rallying until mid-August. Supporting this trend was a series of assumptions on key themes driving the market: inflation was assumed to be at its peak and starting to recede; growth was assumed to be on a soft landing path; and central banks were assumed to have done most of the work needed. 


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