5 key takeaways from the first half of the year

Markets yo-yo with the prospect of recession

By the standards of downturns stained upon recent memory - the financial crash of 2008 and pandemic-induced collapse of 2020 - America’s next recession is predicted to be far less severe but to have far-reaching consequences.

Inflation hasn't meaningfully begun to slow yet. Right now, all we have are various reasons why it *should* slow.

Hot commodities continue to impact the world economy via inflation, geopolitics and more.

…and asset class implications

Join Marco on Wednesday 29th June at 1pm for a free webinar offered by Cognacity to explore our emotional relationship with money and the psychology behind it.

There have been mixed signals around whether the economy is in a phase of expansion or contraction.

UBS Chief Economist Paul Donavon’s take on inflation

The stock market’s ups and downs are unpredictable, but history supports an expectation of positive returns over the long term.

Economic damage from the conflict in Ukraine will contribute to a significant slowdown in global growth in 2022.

Dubai emerges as a safe haven for wealthy Russians impacted by economic sanctions.

The war in Ukraine has provoked the most debate about reserve currency status since the global financial crisis, if not the creation of the euro. Is there a risk to the dollar’s status? Does it matter?

Our selection of the month’s most notable global events

During the quarter we’ve seen how commodity price rises, inflation and interest rate expectations affect capital markets.

While investing in the stock market is typically a sensible choice for investors seeking long-term growth, sharp drops can still be hard to stomach - what to bear in mind if the market tumbles.

Our selection of the month’s most notable global events

A turning point has been reached with markets falling as the era of free money comes to an end. Tighter money means greater financial volatility.

A reminder of economic fundamentals may be useful when considering financial markets. 2022 is a year of reaction to 2021. This year is about normalisation.