Economic Update – “Patience”

/ / Market Update

Markets continue to be unsettled and volatile as a variety of issues persist. These issues include the Russian invasion of Ukraine, an inflation spike, ongoing lockdowns and furloughed workforce from COVID-19, and central banks unwinding of easy monetary policy. Calendar year to date sees both global bonds and global equities (in USD$) deeply in negative territory. The outlook for investment markets continues to hinge on: What happens next in Ukraine, the impact of further sanction on Russia and the broader financial markets impact. The scale and duration of the current inflationary spike will be impacted by the war in Ukraine, the policy response from central banks including the timing of interest rate increases is now in play. It’s a timely reminder that prudent portfolio construction and diversification are key to one’s defences against uncertainty.

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