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Last week saw the Federal Reserve move forward with a quarter-point (0.25%) interest rate rise, despite speculation that recent instability in the banking sector would cause the Fed to pull back on its current policy trajectory, writes Ian Slattery.
Global equities suffered one of their worst months in years in September, as aggressive monetary tightening weighed on investors’ minds, writes Ian Slattery.
As we look forward to 2023, we maintain a preference for equities over other asset classes. The prevailing market consensus is that inflation has now peaked, and that rates will therefore peak by the middle of 2023.
As we enter 2022, we continue to prefer equities to other asset classes, such as eurozone government bonds and cash. This preference is predicated on the enduring relative valuation thesis, robust corporate earnings expectations, and the positive global growth trajectory.
