House View - October 2022
In our letter this quarter, we address some of the most common questions we receive from clients today and review the dominant themes driving market volatility in recent weeks.
First, the UK market, which became the epicentre of global market jitters in the last week of September. Then, we consider the forces driving inflation in the US and the risk of recession across major economic regions. Finally, we review current pricing in global equity markets, and outline how we are positioned.
Download the letter
Find out more about Stonehage Fleming's Investment Management offering
Disclaimer: This article has been prepared for information only. The opinions and views expressed on any third party are for information purposes only, and are subject to change without notice. It is not intended as promotional material, an offer to sell nor a solicitation to buy investments or services. We do not intend for this information to constitute advice and it should not be relied on as such to enter into a transaction or for any investment decision. Whilst every effort is made to ensure that the information provided is accurate and up to date, some of the information may be rendered inaccurate in the future due to any changes. © Copyright Stonehage Fleming Investment Management 2022. All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, on any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without prior written permission.