Webinar: how recent market uncertainty and the current economic outlook can offer attractive investment opportunities
This article was originally published by CGWM.
“The investment outlook is much better than expected”
Even with the backdrop of conflict in the Middle East and Ukraine and continuing uncertainty around inflation and interest rates, the market and economic outlook still offers attractive investment opportunities.
Favourable asset or company valuations are now setting us up for better future returns, and the general consensus is that a global recession should be avoided as the US economy slows, offset by an upsurge in the Chinese economy.
In our latest market update, recorded on 16 October, our Co-Chief Investment Officers, Richard Champion and Thomas Becket, came together to discuss their thoughts on the ever-evolving global economy – and how market volatility has had a positive impact for investors, as it enables us to take advantage of lower asset valuations.
They explore:
- If you should switch assets into cash during this period of higher interest rates
- Why fixed interest (often referred to as investing in bonds) can still offer positive returns for many investors, after years of low and even negative returns
- When they believe core inflation and interest rates will subside
- How recent market turbulence can create investment opportunities.
You can watch the full discussion in the video below:
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Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.
The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.
This is not a recommendation to invest or disinvest in any of the companies, themes or sectors mentioned. They are included for illustrative purposes only.
The information contained herein is based on materials and sources deemed to be reliable; however, Adam & Company makes no representation or warranty, either express or implied, to the accuracy, completeness or reliability of this information. Adam & Company is not liable for the content and accuracy of the opinions and information provided by external contributors. All stated opinions and estimates in this article are subject to change without notice and Adam & Company is under no obligation to update the information.
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Thomas Becket
A graduate of Trinity College, Dublin, with an MA (Hons) in Classics, Tom moved to Canaccord Genuity Wealth Management as part of the acquisition of Punter Southall Wealth, where he had been Chief Investment Officer for nearly 18 years. He is an Associate of the CISI and a respected commentator in the press, particularly on markets and economic matters.
Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.
Investment involves risk and is not suitable for everyone.